Windfall Elimination Provision Repealed: More Benefits for Career Changers

Windfall Elimination Provision Repealed: More Benefits for Career Changers

The Windfall Elimination Provision (WEP) has been eliminated, restoring full Social Security benefits for career changers moving from the private to public sector. Learn what this could mean for you.

Year-End Giving: A Two-for-One Tax Break with Donor-Advised Funds

Year-End Giving: A Two-for-One Tax Break with Donor-Advised Funds

A donor-advised fund is a smart and flexible way to make charitable contributions, especially in a high-income year. Read on to learn how to maximize tax benefits and make a greater impact with your charitable giving.

Maxing the Mega Backdoor Roth

Maxing the Mega Backdoor Roth

As we approach year-end, there’s not much time left to utilize the Mega Backdoor Roth technique. This strategy isn’t for everyone, but it might be for you. Read on to learn more.

The First Job of a Financial Planner? Cleaning Up the Messes New Clients Never Knew They Had

The First Job of a Financial Planner? Cleaning Up the Messes New Clients Never Knew They Had

In the diary of a financial planner, there are pages upon pages noting the time we spend dealing with problems new clients never even knew they had. Read on to hear some of the stories about what we’ve discovered when beginning our work with clients.

Are You Asking the Right Financial Questions? Your Path to a Better Future

Are You Asking the Right Financial Questions? Your Path to a Better Future

With Google at our fingertips, we often try on the role of keyboard expert to tackle some of our most important concerns. But without a level of expertise, we may not even know the right questions to explore. Read on to learn how professional financial expertise can shape what you learn and help you grow your financial future.

RSUs and California Tax

RSUs and California Tax

California tax laws—including a new one for 2024—have a large effect on the many tech professionals who call the state home. If you’re one of them, it’s essential you understand both the federal and state rates and rules. Read on to learn more.

It’s Time to Deal with Your Festering Financial Problems

It’s Time to Deal with Your Festering Financial Problems

Many people today are ignoring common financial problems, an approach that can have disastrous effects. Read on to learn why you need to take a more active approach to secure your financial future.

Building Your Team for Financial Success

Building Your Team for Financial Success

Your financial future is best secured with the help of an expert team who looks out for your best interests. Read on to learn more about those you need on your team, and why.