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
Latest Posts
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
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