Electing Medicare: Choosing Between MediGap and Medicare Advantage
Enrolling in Medicare can feel like a daunting task. Today, we're looking at how MediGap and Medicare Advantage are different, important...
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2 min read
Net Unrealized Appreciation: Making the Most of Company Stock
Hello Friends! How many of you have heard about NUA, or Net Unrealized Appreciation? Despite the number of people who own company stock...
3 min read
Exploring the Value of Comprehensive Wealth Management
Hello Friends! What do you think when you hear the term "wealth management"? For many, they think it means managing lots of dollars....
4 min read
Incorporating Crypto Into Your Investment Portfolio
With Crypto ETFs getting a lot of buzz in the news lately, a common question is: "How do I invest in crypto or add it to my overall...
3 min read
Overlooked Opportunities of Equity Earners
Hello Friends! This week we're looking at the top opportunities overlooked by those with equity compensation. Let's jump in. Embrace...
3 min read
Three Questions for Financial Success
A common question I get: "I know I'm financially successful but how do I feel like I'm successful in the areas that matter?" Here's how I...
4 min read
Top Challenges of Early Stage Professionals
What are the most common financial challenges of early career professionals? What do they mean and what can be done about each? Let's...
3 min read
Top 10 Biases & Heuristics Impacting Investors
Hello Friends! This week we're exploring a huge topic that isn't discussed often enough: How biases and heuristics impact investor...
3 min read
Top Challenges of High-Earners
Hello Friends! This week we're diving into the unique financial challenges of high-earners. have unique financial challenges despite...
2 min read
Top 10 Pastimes of High-Earners
Hello Friends! In honor of Mardi Gras and having a little fun, this week we're exploring the top 10 pastimes of high-earners. While...
3 min read
Embracing Change: How Millennials are Redefining the Investor Experience
Hello Friends! If there's one thing we can all agree on, it's that change is constant. It's not surprising then that today's investors...
8 min read
Financial Planning: An Overview for Professionals, Executives, and Entrepreneurs
Financial Planning is often misunderstood and overlooked. Partly because most of the financial services industry shamelessly tries to...
2 min read
The New FinCEN Requirement for Small Businesses
Happy Wednesday! Starting January 1 of this year, many companies (including small businesses) are required to file a FinCEN Beneficial...
2 min read
Tax Planning, Advice, and Preparation: A Primer
Hello Friends, It's common to come across the terms Tax Planning, Tax Advice, and Tax Preparation. Though there is some overlap, each...
6 min read
New-Year Financial Review - A Guide
The start of a new year is a great time to reflect on the previous year, assess your financial health, and plan for the future. This...
2 min read
Setting Financial Goals for the New Year - Tips for Entrepreneurs
As we stand at the start of a new year, entrepreneurs and small business owners have a unique opportunity to assess their financial...
7 min read
How to Position for a Recession - Special Issue - October 12, 2022
Highlights: A recession is a period of economic decline that historically lasts 10 to 17 months. Preparation is key in surviving a...
9 min read
Guide to Student Debt
Executive Summary Student loans provide many the opportunity to pursue higher education and careers that would otherwise be difficult to...
3 min read
Taxes and Student Loans
There's been a lot of buzz this week between the Inflation Reduction Act and the White House announcing it will cancel up to $10,000 to...
1 min read
Friday, 5. August 2022
Good Morning! Here are five reads worth your time: Tesla's 3:1 Stock Split Wins Shareholder Approval. (Forbes) Economy Could Face Two...
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