
Insights
Category: Wealth Strategy

October 29, 2024
Long Term Care Planning
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, [...]

Contributions from: Vonie Bright, CFP®

October 21, 2024
Getting the Most from Your Amazon Benefits
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 [...]

Contributions from: Katie Berntson, CFP®

October 11, 2024
Getting the Most from Your Microsoft Benefits
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 [...]

Contributions from: Anne Marie Stonich, CFP®, CPA

October 2, 2024
Should You Redeem Your Series I Bonds? Here’s What to Consider:
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 [...]


Contributions from: Darren Ritchie, CFA®, CAIA®, Anne Marie Stonich, CFP®, CPA

September 3, 2024
Maximizing Your Employer Benefits
For most Americans who work for an employer, autumn is open enrollment period. While it’s easy to simply adopt last year’s elections, you may want to take a second look. To maximize your savings, reexamine the benefits available to you. The following are some tips to help you make the most of your benefits to [...]

Contributions from: Larissa Vidal, CFP®

August 28, 2024
Year-End Tax Planning Tips
Before we know it, kids will all be back at school, the leaves will start changing, and then the holidays will be in full swing. In other words, the year-end is approaching quickly. Ahead of this, there are a few tax planning items to look at before 2024 closes out. Review this list for tips [...]


Contributions from: Katie Berntson, CFP®, Kevin Kepler

August 13, 2024
10 Essential Skills for Trustees
Being appointed as a trustee is a significant responsibility that requires a blend of financial acumen, ethical judgment, and interpersonal skills. Trustees are “entrusted” with the task of managing and administering the assets of a trust in the best interests of the beneficiaries. Whether you are overseeing a family trust, a charitable trust, or a [...]

Contributions from: Hilary Massee Clark

August 1, 2024
Will or Living Trust: Which Is Right for You?
For many of us, the legacy we leave behind is important. We want to leave our loved ones with a rich history of fond memories and shared stories, while also making sure they are cared for financially when we are no longer around. But how we distribute these resources to our heirs is just as [...]


Contributions from: Jay Winston, CFP®, CAP®, Heather Hamamoto, CFP®, CDFA®

July 15, 2024
The Art of Parenting: Preparing Your College-Bound Student
Preparing to send your child off to college marks a significant milestone not just for them, but for your entire family. It’s a time filled with excitement, anticipation, and perhaps a touch of apprehension about what lies ahead. Many parents who send their first kid off to college are surprised to discover the various financial [...]

Contributions from: Heather Kessler, CFP®
Loading...