September 15, 2025 The IRS Safe Harbor Rules Explained: Why Following the Rules Can Still Leave You With a Tax Bill Let me tell you a story. A new client of mine, let's call her Sarah, is a brilliant tech...
September 12, 2025 Stock Appreciation Rights (SARs): The Equity Grant Every Professional Should Understand Equity compensation comes in many flavors. Everyone has heard of stock options and RSUs, but...
September 10, 2025 The 2025 Investor's Guide to Digital Assets: Investing, Taxes & Strategy A 2025 field guide to digital assets—covering investing, taxes, and planning strategies for...
September 9, 2025 Solo 401(k) Owners: Don't Ignore Form 5500-EZ or Pay the Price For self-employed professionals and business owners, the Solo 401(k) is a retirement...
September 8, 2025 10b5-1 Plans Explained: How Executives Sell Stock Legally and Build Wealth For executives, directors, and employees with meaningful company stock positions, few things...
September 5, 2025 The Financial Plumbing of the Federal Reserve: How the FOMC Really Works Introduction: Why the Fed Is in the Headlines Again Every few years, political pressure on...
September 4, 2025 The Truth About Financial Advisors: RIA vs. Broker-Dealer vs. Wirehouse vs. Insurance Company When you hear the term financial advisor, you might think it means the same thing no matter...
September 3, 2025 The Mad Money Mirage: Why Jim Cramer’s Stock Picks Won’t Build Your Wealth When you turn on CNBC's Mad Money, you're not just watching a financial program; you're...
September 2, 2025 Why Your Financial Advisor Might Be Too Busy for You: The Problem of Overloaded Client Rosters When people search for a financial advisor, they typically focus on the advisor's credentials,...
August 29, 2025 Only 1 in 20 Advisors Are Truly Fee-Only. We’re Among Them. The financial industry loves titles. "Advisor." "Planner." "Wealth Manager." But when you peel...
August 28, 2025 Capital Gains Tax Brackets 2025: How to Qualify for the 0% Rate When it comes to investing, few areas are as misunderstood or as full of opportunity as the...
August 22, 2025 Gift Tax in 2025: Rules, Exemptions, and Smart Wealth Transfer Every year, millions of dollars quietly change hands between family members, friends, and even...
