For employees approaching retirement with company stock in their 401k, it’s crucial to consider your eligibility to use Net Unrealized Appreciation (NUA) rules before you retire or otherwise reach a triggering event. If you purchase or are awarded company stock…
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Why Sharing Tax Information with Your Financial Advisor Matters
As tax season begins to wind down (for most of us), you might be breathing a sigh of relief that you’ve gotten everything either to your CPA or you’re filing everything yourself. But what if we told you there’s one…
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Should Retirees Add Bitcoin ETFs to Their Portfolios?
In recent years, cryptocurrencies have brought about a wave of financial innovation, including the introduction of Bitcoin Exchange-Traded Funds (ETFs). These investment vehicles offer a convenient way for individuals to gain exposure to digital currencies without directly holding them. However,…
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Utilizing NUA Stock Treatment: A Smart Strategy for Pre-Retirees
For employees approaching retirement with company stock in their 401k, it’s crucial to consider your eligibility to use Net Unrealized Appreciation (NUA) rules before you retire or otherwise reach a triggering event. If you purchase or are awarded company stock…
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5 Common Tax Time Scams and How to Stay Safe
As tax season rolls around, everyone is busy gathering financial documents, crunching numbers, and preparing to file their taxes. Unfortunately, amidst the legitimate tax-related activities, there is a darker side to this time of the year – scams. Scammers are…
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Navigating the Markets: The Significance of Major Events and the Big Financial Picture
With all the ups and downs the market has experienced (with a splash of inflation thrown in), it’s not unusual for financial planning clients to question their portfolio performance. And we understand that – the last few years have brought…
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The Joys and (Financial) Challenges of Having Kids Later in Life
Bringing a bundle of joy into your life is a magical experience, regardless of when it happens. However, as more and more couples choose to delay parenthood, there’s a growing conversation about the financial implications of having kids later in…
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