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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Getting Together with Family Over the Holidays? We’ll be Right Over!
Ah, the holidays – a time for cozy sweaters, endless feasts, and quality time with family. But, amidst the laughter and joy, there’s room for some serious talks, too. As you gather around the fireplace or sneak another slice of…
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Understanding Inherited IRAs: 5 Things You Should Know
Inheriting an IRA can be both emotionally and financially challenging. As you deal with the grief of losing someone close to you, you might also be facing a complex financial situation. One of the critical factors that beneficiaries need to…
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How to Navigate the Impact of Rising Interest Rates on Your Bond Portfolio
As an investor, incorporating bonds into your portfolio can offer a sense of security, manage risk, and provide a reliable source of income. However, with the recent increase in interest rates, many investors are left wondering how this will impact…
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