Year-End Checklist: Top 20 Financial Moves Before December 31

Key deadlines for many personal finance and tax planning strategies

Should you invest in low volatility equity ETFs?

There is a place for low volatility ETFs.

What should I do with my next saved dollar? Where should I be saving?

Using a savings waterfall strategy helps you organize your money so you can focus on your top financial goals. It ensures you're using your resources wisely and building long-term financial stability.

Child Care Tax Credit 101: What Every Parent Needs to Know for Tax Season

Explore the Child Care Tax Credit essentials for parents, including eligibility, claiming, and maximizing benefits.

20 Investment Lessons From The First Half Of My Career

Insights and Strategies Gained From Two Decades in the Market

Consumers: Are they finally cracking?

Markets, Insights, and Innovation

Is the Russell 2000 the best small-cap index?

S&P 600 vs Russell 2000 Comparison

Sticky Inflation Complicates Fed's Rate Cut Plans

Wall Street's interest rate predictions fell flat.

Market & Economic Observations | Portfolio Changes | Operations Update

2023 2nd Half Update

Year-End Checkup

Let's Review & Plan

Taxes on Non-Qualified Stock Options (NSOs)

How Are Non-Qualified Stock Options Taxed?

Education Planning: Practical Tips for College Education

Strategic Preparation for College

How Much Do I Need In My Children’s 529 Account?

How do I ensure that every child's education is equally funded?

Unlocking the Secrets of Tax-Efficient Retirement Withdrawals

The Blueprint for Optimized Retirement Distributions

How to Pay Less Taxes on Stock Options

How to Reduce the Tax Impact of Your Stock Options or Restricted Stock Units

When Should I Exercise My ISOs?

Should You Consolidate Your 401(k)s?

Maximize Your Retirement: The Pros and Cons of 401(k) Consolidation

Best Banking Practices

Planning a Wedding

Low-Hanging Fruit Tax Planning Strategies

Strategies to Reduce Your Tax Bill

Building an Emergency Fund

How Much Should I Save for My Emergency Fund?

Year-End Tax Optimization

3 key tax strategies that can be especially beneficial in a down market

Tax Basics

Learn the basics of taxes and tips on how to save money on your taxes.

Financial Guide for New Parents

An essential financial guide for new parents

Saving Money on Travel

Planning a Trip? Save Money on Travel with These Tips