Category: Wealth Strategy

Qualified retirement accounts can be powerful tools in saving for your later years, but along with the benefits of pre-tax contributions and tax-deferred growth, there are limitations and rules that apply. A good thing can’t last forever, and―as the Beatles said―the taxman will eventually come for his cut. That’s where Required Minimum Distributions, or RMDs, [...]

As you plan for retirement, consider using one of the best options for building tax-advantaged savings—a Health Savings Account (HSA). An HSA is a medical savings account available to anyone enrolled in an HSA-compatible high-deductible health plan (HDHP), are covered under a “direct primary care service arrangement” (in which the monthly fee does not exceed [...]

When it comes to estate planning, LGBTQ+ individuals may need additional considerations to ensure that their wishes are fully honored and protected. Given the variation in state laws and recognition, same-sex couples must continue to be conscientious and thoughtful when it comes to their estate planning efforts, and are highly encouraged to seek a competent [...]

Are you intrigued by the idea of maximizing life experiences and strategically spending your wealth while you’re able to enjoy it? If you’ve read Die with Zero: Getting all you can from your money and your life by Bill Perkins, you may be inspired to rethink traditional wealth accumulation. This book challenges the conventional mindset, encouraging individuals [...]

Google provides an extensive range of benefits that can enhance your wealth, manage risk, and secure your future. By integrating Google’s compensation, retirement, and health benefits into your financial plan, you can better align these offerings with your long-term goals. Equity Awards Google’s stock units (GSUs) can be a powerful tool for achieving financial objectives. [...]

Money is personal. How much we earn, what we have, and how we spend is often and easily tied into reflections of ourselves and, often in our culture, our identities. When it comes to something so intimate, we may know what decision logically would make the most sense, what action in concept we should be [...]

As we head further into spring, wedding season is in full bloom. It’s beautiful to witness a happy union, so it can be easy to forget that marriage is also a legal contract. Spousal partnership carries multiple rights, privileges, and obligations that are important to recognize. Here, we outline some of the critical financial implications [...]

Talking about money can be uncomfortable for many people; it’s taboo in our culture to reveal too much about our finances, often even with those closest to us. Additionally, discussions about money can generate strong emotions, or feel intimidating and overwhelming. But as parents become grandparents, retire, and begin thinking about building their legacy and [...]

Update April 7, 2025: FinCEN Removes Beneficial Ownership Reporting Requirements for U.S. Companies and Persons On March 21, 2025, The U.S. Department of Treasury issued a press release announcing that its Financial Crimes Enforcement Network (FinCEN) is issuing an interim final rule that eliminates the requirement for U.S. companies, U.S. persons, and domestic reporting companies [...]