Blog
I believe in not only educating myself on the ever-changing financial landscape but also educating my clients on their financial decisions. Each week I share a new blog to help you learn more about a variety of financial topics including retirement planning, wealth management, investment strategy, tax planning strategies, and more. I hope these blogs will help you feel confident in your financial planning journey.
FAMILY: TIME & ATTENTION. THE GREATEST GIFTS WE CAN GIVE
Wonderfully done post by Trevor Farnes, the founder of MTN Ops: Whose Bids Are You Accepting? A few years ago, I had a dream I’ll never forget. I was standing on a stage in front of a large crowd, some
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An Engineer’s Guide to Financial Planning
As an engineer, you already likely know the importance of accurate input when it comes to the final equation, which may put you ahead of the game when it comes to managing your finances. Below are a few ways engineers
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Retirement Plan Limits for 2024
Many IRA and retirement plan limits are indexed for inflation each year. Several of these key numbers have increased once again for 2024. How much can you save in an IRA? The maximum amount you can contribute to a traditional
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A Taxpayer’s Guide to Exemptions, Deductions, and Credits
When filing your income taxes, each taxpayer is different. Some prefer reducing the taxes they owe and getting the most significant possible refund, while others work to keep the taxes they pay as low as legally required. The IRS provides
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Unused 529 Plan Funds: 5 Spending Options to Consider
529 plans are tax-advantaged savings vehicles designed to accumulate contributions and help pay for the beneficiary’s qualifying education expenses. Sometimes, 529 plans have unused funds after the beneficiary graduates or decide to discontinue their education. There may be other reasons
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