Last-Minute Tax Strategies for High-Earning Professionals: What You Can Still Do Before FilingTax season is in full swing, and if you're a high-earning professional—whether you're a physician,...

Beyond the Paycheck: A Tactical Guide to Equity Compensation for High-Performing Professionals As a physician pulling late shifts, a startup attorney negotiating term sheets, or a tech professional...

As we navigate the complexities of inherited retirement accounts, staying informed about the latest rules and regulations is more important than ever. Many non-spouse beneficiaries are familiar...

The signing of the Social Security Fairness Act on January 5, 2025, marks a landmark shift for many retired public servants. With outdated provisions, such as the Windfall Elimination Provision...

As the calendar year draws to a close, it's crucial to look into strategic tax planning to maximize your benefits and minimize liabilities. While some actions can be taken into the next year,...

The Perks of Credit Cards and Points Using credit cards offers more than just convenience—it's a way to earn points that can be redeemed for rewards like flights, gift...

As the Federal Reserve prepares for its September meeting, much attention is focused on the possibility of an interest rate cut. Economic data has been signaling the potential for policy changes,...

Given the volatility of the U.S. stock market, I wanted to revisit an age-old investing principle that seems to have been overshadowed by the latest news and advice....

How do you feel about the state of the economy? In more contemporary terms, what are your "vibes" telling you? Are you feeling confident...

A Helpful Guide on the Different Types of Powers of Attorney A power of attorney (POA) can grant you certain authority and specific responsibilities. While the extent...

Do you remember the year when a gallon of gas cost just $0.63? Depending on your age, you might not! That year was 1978. When the prices of goods and services rise in...

Goal-setting. It's the bread and butter of success across so many domains. But are you only scratching the surface? Dive deeper. A financial professional doesn't...

How often do you set new financial goals? How often do you achieve them? Most of us aren’t very successful with our goals, even when we have the best intentions and...

The IRS recently updated some rules about trusts that could make your heirs accidentally liable for capital gains taxes.1 It's another quiet change that could severely...

Believe it or not social media scams have been picking more pockets than any other scam today--including phone call and text fraud.1 There have been more than $2.7...