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Latest Articles

Why Energy Independence Doesn’t Stop Rising Gas Prices

Global oil markets still drive gas prices – and that keeps prices volatile for households.
Inflation After the Peak: What Higher Prices Mean for Bonds and Stocks

And will it ever go away?
The Benefits and Pitfalls of Mental Accounting

How shifting your mindset can help you treat money differently.
Mega Backdoor Roth IRA: A Powerful Strategy for High Earners

For high earners and big savers, it can be a powerful tool.
Avoid Overpaying for Insurance: 7 Policies to Know

Stay covered, but only for what you need.
How Much Money Do I Need to Retire?

Curious about building your nest egg? This guide will help you prepare for what’s next.
401k Contribution Strategy: A Secret to Retirement Success

Why reviewing your 401k contributions can make a meaningful difference.
Equity Compensation Explained: RSUs, Options and Taxes

From RSUs to stock options to ESPPs, here’s how they work.
Understanding Capital Gains Tax in Washington

Implications, exemptions and tax mitigation strategies.
Tax Planning Checklist

After tax season ends, tax planning can begin.
What Is the Alternative Minimum Tax?

Understanding rules, triggers and why it might impact you in 2026.
How to Reduce Financial Stress and Build Confidence

Simple habits, reducing friction and choosing progress over perfection.
When Can You Take a 401k Hardship Withdrawal?

The rules, risks and real-world implications of raiding retirement money
The Power of Diversification in Volatile Markets

Anchoring to the “right” diversification can help keep portfolios afloat
Work From Home Tax Deductions Explained

Find out if you qualify for work from home tax write-offs.
What Is a Pass-Through Entity Tax (PTET)?

How PTET works, why states offer it and how it could reduce your taxes
How to Plan for Retirement Community Costs and Assisted Living Expenses

Understanding costs, contracts and care levels.
How Much Does It Cost to Raise a Child?

Sticker shock, real-life budgets and what you can actually plan for.
Building Credit for Young Adults: A Parent’s Guide

Strong credit is more crucial than ever; parents can help give their kids a head start.
Helping Your Child Buy a House: Smart Planning Steps

Keep in mind taxes, credit impacts and family harmony.
Financial Planning After Major Life Changes

Financial planning can do the most good when life flips the script.
Family Caregiver Agreements: What Families Need to Know

The legal, financial and emotional benefits of putting it in writing.
Tender Offer Explained: What Investors Should Know

The mechanisms, motives and what to consider if you receive one
Strategies to Navigate the One Big Beautiful Bill Act Updates

There are some key tax changes worth considering.
Capital Gains Tax in Arizona

Implications, exemptions and tax mitigation strategies.
Understanding Capital Gains Tax in Maryland

Implications, exemptions and tax mitigation strategies.
Washington Estate Planning Guide: Help Protect Your Assets and Legacy

How to plan for the inevitable in the Evergreen State.
Cost of Living in Virginia for Retirees

A thoughtful look at expenses – from homeownership to taxes – in the Old Dominion State
What is Tax-Loss Harvesting? We answer your questions

The important nuances to know about this tax-efficient strategy.
Capital Gains Tax in Georgia

Implications, exemptions and tax mitigation strategies.
Understanding Capital Gains Tax in Nevada

Implications, exemptions and tax mitigation strategies.
How to File Taxes for a Deceased Person: A Step-by-Step Guide

What you need to know about navigating taxes after a loss.
Do you pay tax on a life insurance payout?

Here’s when the IRS gets involved and when it doesn’t.
Retirement Planning for 55-64: Essential Strategies for a Secure Retirement

12 ways to help make a smooth transition into a secure retirement.
Standard Deduction vs Itemized: Key Tax Differences Explained

The right choice is the one that leaves you with more money.
Facts about estate planning

Because money doesn’t come with instructions.®
Gen X and Social Security

As part of the “sandwich generation,” Generation X faces unique financial stressors.
Ask a planner: Tariffs and Rising Costs

What the new administration means for your money.
Tax Preparation – Should You Do It on Your Own?

Or do you need help from a professional?
A Private Revolution Is Upon Us

What impact will the rising use of private equity and debt funds have on you?
Understanding modern mortgage management

Thinking outside the box about your biggest financial obligation.
Why 529 Plans Aren’t the Best Option for Roth Conversions

Because money doesn’t come with instructions.®
Capital Gains Tax on Mutual Funds: What Investors Need to Know

It's all about how mutual funds are structured.
Does Gold Deserve a Core Spot in Your Portfolio?

Here’s why gold doesn’t merit being a core portfolio holding.
Should You Have Crypto in Your Retirement Strategy?

Learn the pros, cons and strategies to consider for including crypto in your retirement plan.