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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How to Choose a Fiduciary Advisor
Have a vision for your financial future? Choosing the right fiduciary advisor is one of the most important steps to make it a reality.
In this short video from The Exchange, we sit down and
Backdoor Roth IRAs: A Strategy for High-Income Earners
By Matt Cherry, CFP® I was meeting with a client last week—a software executive earning well into six figures—when she asked me a question I hear all the time: “I make too much to contribute
Top 4 Tax Issues for Executives That Get Costly
By Adam Brooks, CFP® For many executive employees, compensation looks generous on paper, but the tax impact often tells a different story. A bonus arrives and the net feels lighter than expected. Equity vests and
5 Ways to Turn Financial Mistakes Into New Year Wins
By Matt Cherry, CFP® It’s never too late to start fresh. Whether you’ve faced debt, made investment mistakes, or simply want a clearer path forward, the new year is a perfect opportunity to hit reset,
Sustainable Withdrawal Strategies: Don’t Outlive Your Savings
By Larry Van Quathem, CFP® One of the biggest worries for anyone approaching or living in retirement is running out of money. After years of careful saving and investing, the challenge shifts from accumulation to
Happy Thanksgiving: Moving Through the Season With Gratitude
By Adam Brooks, CFP® In our office’s day-to-day work, we often help our clients work toward their future goals. Reflecting on financial progress with gratitude is an important part of the picture. As we enter