
Insights
Category: Wealth Strategy

June 27, 2025
Diversified Estate Planning for LGBTQ+ Families
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 [...]

Contributions from: Katie Quick, CFP®

June 20, 2025
Incorporating a “Die with Zero” Philosophy into Your Long-Term Financial Plan
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 [...]


Contributions from: Heather Hamamoto, CFP®, CDFA®, Anne Marie Stonich, CFP®, CPA

June 1, 2025
Maximizing Your Google Benefits: A Strategic Guide for 2025
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. [...]


Contributions from: Katie Berntson, CFP®, Anne Marie Stonich, CFP®, CPA

May 12, 2025
Why people make irrational financial decisions
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 [...]


Contributions from: Jay Winston, CFP®, CAP®, Jillian Perkins

May 9, 2025
The Financial Impacts of Marriage
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 [...]

Contributions from: Katie Berntson, CFP®

April 29, 2025
Bringing the Next Generation Into Your Financial Planning Discussions
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 [...]

April 8, 2025
Important Update: New BOI Reporting Requirements Under FinCEN – Are You Ready?
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 [...]

Contributions from: Anne Marie Stonich, CFP®, CPA

March 31, 2025
What is Exit Strategy Planning?
Business owners often put their life’s work into growing their business, taking immense pride in building an enduring legacy for their families and the many stakeholders involved along the journey. Yet when it comes to ensuring their business is prepared for a potential exit, many wait far too long to embrace an exit readiness mindset. [...]

Contributions from: Matt Sampson, CFP®, CEPA®

March 24, 2025
10 Most Common Questions About 529 Savings Plans
A 529 Savings Plan is a tax-advantaged account used to pay for qualified education expenses. Contributions are typically invested in target-date funds, which gradually shift toward a more conservative allocation as the beneficiary nears college age. You may be considering a 529 for your child, grandchild, or another family member. Here are some of the [...]



Contributions from: Katie Berntson, CFP®, Heather Kessler, CFP®, Alexandra Lambert
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