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Should You Buy a Home When Mortgage Rates Are High?

Mortgage rates impact your payment. The higher the rate, the less affordable homes become. Should you buy when mortgage rates...

3 Critical Areas Where Financial Advisors Can Simplify Your Financial Life

Navigating the financial landscape can be daunting for new prospects just starting their journey in the financial world. Then, when...

Tax Law Changes and TCJA 2025 Sunset

Significant estate and income tax changes are on the horizon. The 2018 Tax Cuts and Jobs Act (TCJA) created many...

Restricted Stock Units (RSUs) and Tax Planning

Restricted stock units (or RSUs) have the potential to help you build significant net worth over time, but they require...

The Advantages of CERTIFIED FINANCIAL PLANNER™ Practitioners – Fee Only

Navigating the world of personal finance and wealth management can be challenging, and securing the services of a trusted and...

How to Invest for Retirement Wisely

Today, the average American has only 78% of the income needed to cover expenses during retirement—down from 83% in 2020....

The Conundrum of Selling Restricted Stock Units: What to Know?

Restricted Stock Units (RSUs) are an increasingly prevalent form of equity compensation, offering employees the opportunity to participate in their...

Factoring Equity Compensation into Your Financial Plan

Equity compensation plays a growing role in the compensation package of many professionals, offering a unique opportunity to share in...

Navigating the Complexities of 401k Investment Allocation

As one of the essential tools for retirement planning, a 401k can be an incredibly powerful means to save for...