Category: Wealth Strategy

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 [...]

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 [...]

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 – [...]

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. [...]

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 [...]

Whether you are part of the “sandwich generation” ― caring for both your kids and your parents ― or you are aging yourself, eventually some form of long-term care may be necessary in your family. Morningstar reports that 70 percent of those who turn 65 will need long-term care at some point in their lives, [...]

Amazon provides generous company benefits that can help you build wealth, manage risk, and secure your future. It’s important to consider how to best integrate the additional compensation, retirement, and health benefits into your financial plan. Equity Awards Your grants of Amazon restricted stock units (RSUs) can help increase your cash flow or meet long-term [...]

Microsoft (MSFT) offers a comprehensive suite of benefits that can help employees build wealth, manage risk, and secure their financial future. It’s important to optimize these benefits by integrating them into your overall financial plan. Open Enrollment in early November provides the perfect opportunity to review and make decisions about your health, retirement, and other [...]

Series I Bonds, also known as I Bonds, are a type of savings bond issued by the U.S. Treasury that offer investors a very low-risk investment vehicle option with a unique combination of a fixed rate and a variable inflation rate that is updated every six months. A couple of years ago, when inflation was [...]