Category: Article
College Funding Strategies for Families With Multiple Students
Explore college planning for multiple children, including 529 strategy planning, financial aid considerations, and education funding strategies.
What to Do with Your Equity Compensation Before an IPO
Some of the biggest equity compensation decisions happen before an IPO. How tech professionals can approach AMT, QSBS, concentrated stock, and lockup planning.
Student Loan Changes 2026: A Guide for Parents and Grandparents
New repayment plans and lower Grad PLUS and Parent PLUS limits took effect July 1. Here is what parents and grandparents should understand.
Should You Include an Expected Inheritance in Your Retirement Plan?
For many successful savers approaching retirement, this question becomes increasingly relevant: Should I include an expected inheritance in my retirement plan?
Mid-Year Retirement Planning Checklist
Now is the perfect time to revive your resolutions and financial goals. It’s never too late to refocus, regardless of the time of year. Don’t be hard on yourself if you haven’t made as much progress as you expected. Remember, you did your best and now you’re ready to get back on track!
Denied for a Credit Card Despite Millions in Assets? Here’s Why It Happens and What to Do
If you have millions in assets but no credit in your own name, a divorce can freeze you out fast. Here’s what to do before that happens.
Why Do a Roth Conversion?
Discover 7 reasons to consider a Roth conversion, from tax-free growth and lower RMDs to greater retirement flexibility and estate planning benefits.
Why a Surviving Spouse Should Get a Real Estate Appraisal After a Death
A date-of-death real estate appraisal may help establish tax basis for inherited real estate and could reduce future capital gains. Here’s why it matters and when to act.
Celebrate Independence Day with a Financial Confidence Quiz
As a retirement coach, I’ve seen firsthand how a lack of financial confidence can steal the very independence we celebrate on July 4th.
Pre-Tax vs. Roth 401(k): The Decision Often Depends on Timing, Not Just Preference
Choosing between pre-tax and Roth 401(k) contributions often depends in part on your marginal tax rate in the year you contribute. Learn how to evaluate which account type may be appropriate in a given year.
What Makes Special Needs Financial Planning Different
Special needs financial planning goes beyond saving for retirement. It requires coordinating government benefits, legal tools, and long-term care to support your child for a lifetime.
Should You Invest When the Stock Market Hits an All-Time High?
When markets hit all-time highs, the instinct is to wait. But history shows record levels have occurred regularly and are not a reliable reason to pause your investment plan.