Planning for education expenses is a big deal for many families. With the rising costs of college (see chart below) and other forms of higher education, it’s smart to start saving early. Enter the 529 plan.
Continue reading
Life-centered financial planning takes a holistic view of your entire life, and recognizes that true wealth isn’t just about the size of your bank account—it’s about creating a life rich in experiences, relationships, and purpose.
Continue reading
As an insider with access to sensitive company information, you can’t just buy or sell your company’s stock whenever you feel like it. That’s where 10b5-1 plans come into play.
Continue reading
At its core, the 83(b) election is a powerful tool that allows you to potentially optimize the tax treatment of your equity compensation. It’s a decision that could significantly impact your financial future, yet it’s often misunderstood or overlooked.
Continue reading
