Articles
Important Changes to 529 Plans for College Savings
By Larry Van Quathem, CFP® As you watch the cost of college skyrocket, you may be trying to figure out the best way to pay
Important Changes to 529 Plans for College Savings
By Larry Van Quathem, CFP® As you watch the cost of college skyrocket, you may be trying to figure out the best way to pay
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Year-End Tax Strategies: 5 Planning Actions to Consider Before December 31
By Adam Brooks, CFP® Did 2026 bring a large bonus or the sale of a business? If so, you may already be wondering what your April 2027 tax bill could look like and whether you
Medicare Open Enrollment 2026: What You Need to Know for 2027 Coverage
By Adam Brooks, CFP® and Brandon Perlow, CFP® Welcome back to The Exchange. I’m Adam Brooks, and today I’m joined by one of our wealth management professionals, Brandon Perlow, who is our Medicare Planning specialist.
ISOs vs. NQSOs: What Corporate Executives Need to Know About Stock Option Taxes in 2026
By Larry Van Quathem, CFP® Your grant agreement arrived with a vesting schedule, an exercise price, and an acronym you never fully unpacked… so you signed it, filed it away, and left it out of
Business Exit Readiness Checklist
A smooth business transition often depends on the preparation that happens well before any sale or ownership change takes place. In this video, we cover the key areas business owners should evaluate to improve readiness,
What Are Annuities? Are They Right for Your Retirement Plan?
By Lane Reynolds What are annuities? It’s a question many of our clients have. They may have heard about the many potential benefits, including guaranteed income, tax-deferred growth, and protection from market downturns. While it’s
Understanding Required Minimum Distributions
By Matt Cherry, CFP® If you’ve ever looked up how to navigate required minimum distributions (RMDs), you’ve probably found a mix of IRS language, half-explanations, and conflicting rules that don’t quite connect. It’s one of