Beyond the Basics: Deciding Whether or Not to Do a Roth Conversion — A 3-Step Method
Roth conversions can be great tax-planning opportunities. But is one right for you? And should you do it this year? Follow these three steps to find out!
Investing
Passive vs. Active Investment Management: How to Invest for the Long Term
Wondering whether active or passive investing is right for you? Jason breaks down the pros and cons of each approach, helping you understand how to align your investment strategy with your financial goals. Learn the key differences, long-term considerations, and why sometimes slow and steady really does win the race.
I Just Received a $#!+ Ton of Money … Now What?
A windfall can be life-changing, but it can also bring emotional and financial challenges. Instead of rushing into big purchases or drastic changes, the key is to protect, pause, and plan what you'll do with your newfound wealth. From understanding safe storage and tax implications to building a strategic financial and investment plan, turn your financial windfall into lasting security and opportunity.
Benefits of Health Savings Accounts (HSAs): The Ultimate Tax-Efficient Savings Vehicle
Discover the benefits of a health savings account (HSA), from its triple tax advantage to its powerful retirement savings potential. Learn the ins and outs of your account and how you can maximize the value you get from your HSA over time.
From Tariffs to Tumult: How to Stay the Course Through Market Ups and Downs
Among tariff news, talk of an economic downturn, and choppy market movements, it can feel like there’s always something new to worry about. Read more about market fluctuations, what to expect, and how to stay the course in your investment journey.
‘Free’ Financial Advice Can Cost You the Most!
Free financial advice may sound good on the surface. But some “free” plans are built to guide you toward purchasing an investment or insurance product that might not serve your needs. Learn about the pros and cons of these products and how they may — or may not — fit into your financial plan.
NSO, ISO, RSU, ESPP, and ESOP: Making Sense of Equity Compensation Alphabet Soup
Does your equity compensation package seem more like alphabet soup than an employee benefit? Learn what the acronyms in your equity comp package mean — and the basics of what this benefit could mean for you.
Concentrated Stock Position: Do You Have the CHOPS to Diversify Your Portfolio?
Are your investments overly concentrated in one stock position? Use your CHOPS to diversify your stock portfolio and avoid letting it build to an uncomfortably risky level again.
Let’s Do the Numbers: The 2024 Financial Planning Updates You Need
New year, new numbers! From contribution limit changes to tax law updates and more, get ready for 2024 with the know-how you need to make the most of your financial plan.