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Category: Wealth Strategy

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 [...]

Darren Ritchie
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®

September 3, 2024

Save More for Retirement with Your Health Savings Account

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). For the year 2024, the IRS defines an HDHP as a plan with a deductible of at [...]

Eric Schuehle
Contributions from: Eric Schuehle

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 [...]

Katie Mietus
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 [...]

Heather Kessler
Contributions from: Heather Kessler, CFP®

June 12, 2024

Financial Considerations for LGBTQ+ Family Planning

Family planning for LGBTQ+ couples can come with a unique set of challenges and considerations. While the emotional and logistical aspects of starting or expanding a family are at the forefront, financial planning is equally important. From navigating the costs of medical processes to understanding legal implications and securing parental rights, financial preparedness plays a [...]

Contributions from: Katie Quick, CFP®

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