Emily L. Verdone
CFP®, CPA, MAcc
Summer education costs can affect 401(k) contributions. Learn how plan sponsors can address seasonal expense cycles and participant engagement.
Savant
Explore family loans vs. gifts, including tax, estate, and relationship considerations, to help support loved ones while aligning with your financial plan.
An overview of the new executive order, how it aims to expand retirement savings access, and what plan sponsors need to know.
Savant
Explore the financial and emotional trade-offs of gifting while you’re alive versus leaving a legacy, including potential tax impacts, control, and long-term flexibility.
Savant
Navigate divorce financial planning and learn what to do financially after divorce, manage assets, and rebuild your financial future.
After tax season, revisit estate planning goals. Learn key first steps to organize documents, clarify wishes, and help reduce confusion for your family.
While many understand the importance of estate planning, simply having a will or trust in place isn’t enough. A truly ideal estate plan requires a harmonious alignment of beneficiary designations, asset titles, and legal documents.
Watch financial advisors Danielle Moore and Ashley Olivas discuss how lifestyle choices, tax considerations, and planning decisions can influence how far a $2 million portfolio may support retirement. The conversation also explores why a long-term planning approach may be more informative than focusing solely on a single target number.
Employee Stock Purchase Plans (ESPPs) may be a useful component of a compensation and savings strategy for some employees, but they are far from a one-size-fits-all solution.
A mother’s letter to her daughters sharing timeless money lessons on freedom, values, resilience, and using money as a tool for life.
Hidden crypto in divorce is not always impossible to trace. Learn what’s discoverable, which records matter, and when deeper investigation makes sense.
Discover how behavioral finance influences investment decisions and market trends. Learn practical strategies to help manage biases and invest confidently.
