Blogs
What Some High-Income Earners Get Wrong About Insurance
Insurance is a critical component of a solid financial plan, especially for high-income earners with substantial assets to protect. Yet,…Transitioning from a W-2 Job to a 1099 Lifestyle While Minimizing Financial Stress
Making the leap from a W-2 job to a 1099 lifestyle can be a game-changer for your career and financial…Smart Tax Planning Moves for High-Income W-2 Earners
Many people think that W-2 income earners have limited options when it comes to minimizing their tax liability. However, with…
What You Need to Know About 529 Plans
A 529 plan can be a powerful tool for funding education while making your money work harder through tax-efficient investing.…
Key Financial Changes to Consider When Switching Jobs
In today’s workforce, it’s common for individuals to change jobs multiple times throughout their careers. Unlike previous generations, where staying…
Should You Sell Your Current Home or Rent It Out?
Deciding whether to sell your current home or rent it out is one of the most significant choices homeowners face…
“I’m Maximizing My 401(k)…Where Should I Invest Next?”
As a financial advisor, I often hear this question from higher-income earners: “I’m already contributing the maximum to my 401(k); what…
Equity Compensation 101
Equity compensation is becoming increasingly common in today’s workplace, especially in industries like technology, biotech, and startups. It can represent…
Tax Planning for Large Investment Gains: Smart Strategies for a Rising Market
With the stock market and crypto prices surging in recent years, many investors are sitting on significant unrealized gains. While…
10 Costly Financial Mistakes to Avoid in Your 30s
Your 30s are a pivotal time for building wealth and setting the stage for financial security. Unfortunately, this decade often…
