For many professionals, bonus season is both rewarding and complex. While a year-end payout can represent a substantial portion of total compensation, it also presents an opportunity—and a challenge—for effective financial and tax planning. Thoughtful preparation can help ensure that your bonus works harder for you, aligning short-term windfalls with long-term wealth strategies. Bonuses are…
Social Security Takes Center Stage, Again Social Security remains one of the most important and widely discussed topics in retirement planning, especially with a growing wave of retirees and recent developments surrounding the Old-Age, Survivors, & Disability Insurance Program under the One Big Beautiful Bill Act.1 As conversations about benefits, claiming strategies, and the sustainability…
Life insurance can be a powerful tool to incorporate into your estate and broader financial plan, particularly if you are a business owner. This is due, in large part, to the tax-free nature of income tax treatment of life insurance death benefits. Life insurance serves as a tax-efficient tool that allows you to pass wealth…
Women entrepreneurs are transforming economies worldwide, driving innovation, and overcoming systemic barriers to success. In 2024, women-owned businesses accounted for 39% of all businesses in the U.S., employing 12.2 million workers and generating $2.7 trillion in revenue1. Despite these achievements, women entrepreneurs continue to face challenges in accessing capital, securing industry representation, and gaining visibility.
According to McKinsey, the great wealth transfer is upon us and American women stand to control approximately $30 trillion by 2030.1 This shift in wealth presents opportunities and challenges for female investors and financial decision-makers, and understanding our biases, emotions, and financial behavior about money will help us manage our wealth and teach the next generation the importance of financial responsibility.
As 2025 approaches, policy shifts under a new Trump administration are taking shape. For investors, understanding the new tax, healthcare, and retirement landscape is crucial to navigating the future. Here are some of the most impactful potential policy changes and how they may influence your financial planning. Tax Reform One primary goal is the continuation…
Balancing personal financial goals with the demands of your business can be challenging. Still, with the expertise of a financial advisor, business owners can achieve greater financial stability and peace of mind. Here are several essential ways financial advisors can assist business owners in managing their finances. Comprehensive Financial Planning Financial advisors begin by comprehensively…
SLATs have gained popularity recently, to shift wealth out of the taxable estate. What is the big deal about the estate tax?
Four commonly missed topics you should make sure you disclose to your tax preparer that may help reduce the risk of costly return errors.
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