Category: Wealth Strategy

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 [...]

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 [...]

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 [...]

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 [...]

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 [...]

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 [...]

As financial planners, we often emphasize the importance of regular financial health assessments. Just as you visit a doctor for an annual checkup, your 401(k) deserves a yearly checkup to ensure it’s aligned with your financial goals. A well-maintained 401(k) can significantly impact your retirement readiness, so let’s explore how to give your account the [...]