Investment accounts: Do you have a tax strategy?
There’s more to diversification than asset classes. We also want to consider the type of accounts you keep your assets in. This can lead to tax benefits.
Could you benefit from net unrealized appreciation (NUA)?
If you own a concentrated stock position within your employer-sponsored retirement account, there’s a little-known piece of U.S. tax code that could save you a significant sum of money via net unrealized appreciation (NUA). However, NUA only applies to a select set of people; here’s what you need to know. Who can benefit from NUA? […]
Checklist: Changing jobs
Changing jobs can be as stressful as it is exhilarating. Where you work can affect everything from your health to your retirement via your benefits package. This checklist can help you keep track of some of the high-level decisions you likely need to make when changing jobs. In addition to reviewing what you might want […]
Checklist: What to do after a layoff
If you recently lost your job, it’s normal to feel stressed and confused. But we want to help ensure that stress doesn’t extend to your finances. This checklist can help you keep track of some of the high-level decisions you’ll likely need to make following a layoff. Use this checklist as a starting point, and […]
Retirement checklist
Retirement planning spans decades, so creating a checklist—many of which are designed to be completed in a much shorter span of time—may seem counterintuitive. We built this checklist so that you can come back to it over the course of your retirement journey, checking off the tasks connected to wherever you are right now. […]
Wealth building for women: How is it different?
Women face certain realities that can make building wealth more complicated for them than for men. Sue explains how an advisor can help.
Do women need to take a different approach to wealth?
When it comes to women and money, the financial services industry sometimes misses the mark. Certain assumptions—like the idea that women are more risk averse than men—can be circumstantial rather than inherent. To that end, I want to dedicate some time to the unique challenges women face when it comes to financial planning, plus strategies […]
Watch this before you FIRE
These days, it feels like everyone wants FIRE (financial independence, retire early). But one of the big roadblocks to the plan? Healthcare!
Can you count on Medicare?
For all of the complex questions we get about how Medicare works, we get just as many people asking something far more basic: Can I count on it being there?
Tips to pay for healthcare in retirement
Aside from housing, healthcare is the biggest cost for most retirees. That can make budgeting for healthcare a particularly tricky part of retirement planning.
