November 20, 2025
What Could Be at Stake in Your Portfolio If SCOTUS Strikes Down Tariffs?
The Supreme Court heard arguments in early November 2025 on one of the most significant trade policy cases in recent history.
November 12, 2025
How Charitable Remainder Trusts (CRUTs & CRATs) Can Help Your Heirs Avoid the 10-Year IRA Tax Trap
How to manage your tax bill over the long-term, while helping a Charity
November 6, 2025
How Upstream Gifting Can Save Your Family Hundreds of Thousands in Taxes đź’°
Discover how gifting appreciated stock to elderly parents—called upstream gifting—can eliminate capital gains taxes and save your family hundreds of thousands. Learn the strategy, IRS rules, and documentation requirements.
November 4, 2025
Why You May Not Want to Roll Your Late Spouse's IRA into Yours
Understand your options to make the best decision for you
November 2, 2025
If You Have a High School Junior, You Need to Think About Your Taxes Now
This is the Year The FAFSA Takes Notice
October 31, 2025
October 29, 2025
October 27, 2025
October 25, 2025
The Hidden Cost of Ignoring Tax Planning
Why Mid-Career Professionals Leave Thousands on the Table
October 21, 2025
The One Insurance Gap Most Families Overlook Until It's Too Late
How Umbrella Insurance can Protect your Wealth
October 19, 2025
Why You Should Think Twice Before Rolling an Old 401(k) into an IRA
Before rolling your 401(k) into an IRA, understand what you're giving up.
October 17, 2025
If You're in your 50's You Need to Start Thinking about Long-term care Insurance
Why Your 50s Are the Sweet Spot for Long-Term Care Insurance
October 16, 2025
3 Ways Options Expiration Moves Markets Without You Knowing
3 Ways Options Expiration Moves Markets Without You Knowing
October 15, 2025
How The Parent Plus Loans are Changing for 2026
How Parent PLUS Loans Are Changing for 2026: What Families Need to Know
October 4, 2025
3 Benefits That Get Missed Most During Open Enrollment
(And What They're Really Costing You)
September 30, 2025
Can You Gift $1,000,000 Without Paying Gift Tax?
The Complete Guide for Mid-Career Professionals
September 24, 2025
September 14, 2025
How the Mega Backdoor Roth Boosts Retirement Savings for High Earners
Understanding the Mega Backdoor Roth Strategy
September 4, 2025
How Surging National Debt Might Impact Commodity Prices This Year
How Surging National Debt Could Impact Your Investment Portfolio in 2025
September 2, 2025
Three Key Estate Planning Documents Every Parent Needs
Three Key Estate Planning Documents Every Parent Needs
August 29, 2025
If The Fed Cuts Rates, It Doesn't Mean Lower Mortgage Rates
The Costly Misconception That Could Derail Your Financial Plans
May 2, 2025
Should One of Us Stay Home? How to Prepare for Transitioning to a Single-Income Household
If you're family is considering a major financial change, here are things to consider and ways to prepare for a transition.
January 31, 2025
Unlocking the Value of Employee Stock Purchase Plans (ESPPs) and Understanding Their Taxation
Employee Stock Purchase Plans (ESPPs) are a valuable benefit offered by many companies, allowing employees to purchase company stock at a discount. While ESPPs provide an excellent opportunity to build wealth, it’s essential to understand how they work and the tax implications involved.
December 30, 2024
Having significant Wealth in one stock can create stress and opportunity.
December 27, 2024
Two things about me: 1. I live in Kentucky, and 2. I enjoy bourbon.
December 12, 2024
My Journey through 6 months of Unemployment
Many of us have joked about how nice it would be to not have a job and to just retire into the sunset....