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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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
Financial Planning After Divorce: What Comes Next?
By Laurel Kutler, CFP® If your divorce is finally over, you might be breathing a sigh of relief. But if you’re like many recent divorcées or divorcés, you still have some work to do. You
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