
Insights
Category: Wealth Strategy

January 1, 2025
Top 3 Year-End Tax Planning Strategies in a Down Market
Sometimes the markets take us on quite a ride over the course of a year. If you find yourself nearing the end of the year facing portfolio losses, use it as an opportunity to take advantage of some effective tax planning strategies. If you are the kind of person who finds checklists helpful, we’ve compiled [...]

Contributions from: Ian Curtiss, CFP®, CFA®, CPWA®, ChSNC

January 1, 2025
Ready to Use Your 529 Plan?
As your college student heads off to campus, you may be wondering what expenses the 529 plan can cover versus which expenses are better paid out-of-pocket. Let’s take a closer look at expenses your student may encounter during their academic year and which of those qualify under your 529 plan. What Are “Qualified Expenses?” Qualified [...]

Contributions from: Heather Kessler, CFP®

January 1, 2025
Funding Graduate School by Gifting Appreciated Stock
If you have a student beginning graduate school, you may be looking for the best source of funds for the tuition payments. Clients who plan on funding all or a portion of the tuition for adult children or relatives often ask what the optimal funding method is – especially if other allocated savings, such as [...]

Contributions from: Katie Berntson, CFP®

January 1, 2025
How to Avoid Surprises When Filing Your Tax Return
When the hard part of filing your tax return is over, it often feels like cause for celebration, and a relief to put behind you until this time next year! But depending on your unique circumstances, you may have seen the result of your filing and found yourself wondering “How did I get here?”. Maybe [...]


Contributions from: Thanh Evoniuk, CPA, CFP®, MSF, Vince Lee, CFP®, CPA

December 31, 2024
Important Update: New BOI Reporting Requirements Under FinCEN – Are You Ready?
Update (December 30, 2024): BOI Reporting Requirements on Pause Again with the Reinstatement of the Injunction On December 26, the Fifth Circuit Court of Appeals vacated its earlier decision removing the preliminary injunction that blocked enforcement of the Corporate Transparency Act (CTA), such that BOI Reporting requirements are once again on pause. Given the challenges [...]

Contributions from: Anne Marie Stonich, CFP®, CPA

December 10, 2024
Protecting Our Aging Population: Recognizing and Preventing Elder Financial Abuse
The American public is aging at an unprecedented rate. Back in 1985, adults aged 65 and older made up just 11% of the population. Today, this figure is closer to 20%. (Source: Institute on Aging) With an average of 10,000 Americans turning 65 every day, this rapid increase in our elderly population is expected to [...]

Contributions from: Anne Marie Stonich, CFP®, CPA

December 9, 2024
Should I Spend My HSA On My Kid’s Braces?
Ah, the Health Savings Account (HSA)… with its quick rise to fame, the HSA has gained popularity as a company benefit. The HSA is loved far and wide by financial advisors as a flexible and tax-efficient tool to cover medical expenses in retirement. However, it can be tempting to utilize the funds before retirement – [...]

Contributions from: Eric Schuehle

November 15, 2024
Getting the Most from Your Google Benefits
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®

October 29, 2024
Creating a Family Wealth Charter: Your Roadmap to Lasting Family Prosperity
Wealth is more than just money—it’s about security, opportunities, and legacy. But preserving and growing that wealth across generations requires a proactive plan. Enter the family wealth charter, a personalized document that lays out your family’s financial goals, values, and a structure for decision-making. It’s not just about handling assets, but about ensuring everyone in [...]


Contributions from: Kurt Biederman, JD, Patrick Corcorran
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