Don’t Just Do Something, Sit There

The current market volatility, and the decisions we all can make in times like this, brought this statement to my mind: Don’t just do something, sit there.

To Buy or Not to Buy . . . When Do You Need Life Insurance?

Whether you need life insurance depends partly on your stage of life. Here’s a look at how your phase of life affects your life insurance needs

Understanding Roth 401(k) Contributions

Roth 401(k) plans are great savings opportunities for many people. The following questions and answers will help you decide if Roth 401(k) contributions are right for you.

Net Unrealized Appreciation (NUA)

You may be eligible to take advantage of a tax deferral strategy called Net Unrealized Appreciation (NUA).

Want to Retire Sooner? What’s Behind Each Door?

Choosing to retire is a big decision and there are often a number of different ways to craft it. Retiring sooner can mean deciding what is important to you and adjusting accordingly. 

Charitable Giving and Tax Relief: An Overlooked Solution

Donor-advised funds can provide the perfect solution to generate tax savings while also accomplishing philanthropic goals.

The Tax Control Triangle

Does it matter where you access money for a specific goal? The answer is YES! Introducing the tax control triangle. Learn more now.

Plan, Intention and Balance --- The Trifecta in Physical and Financial Well-Being

Does the work you are doing around your financial goals involve plan, intention and balance? These are three crucial themes for financial planning. Read more on a recent interaction with a client with this trifecta in mind. 

5 Steps to Lower High Stock Concentration

While it can be hugely beneficial to have company stock, if you are not careful, you may build up a significant concentration. And a concentration of one stock can cause increased risk. So, what to do? Find out here.

Planning a Trip in 2021?

Many signs point to a rebound for travel in 2021. And since we have all had plenty of time to dream, what are the top destinations on your travel list?