Finance insights for high income earners.
Strategic Financial Concepts Veterans / Federal Employees / Military Should Consider
By Jason Epps, CFP®, CRPC® Planning for your financial future is crucial, regardless of your career path. However, members of the military, veterans, and federal employees face unique circumstances when it comes to financial planning. From maximizing retirement...
Should You Participate in Your Employee Stock Purchase Plan?
By Jason Epps, CFP®, CRPC® It’s no secret that top-notch employers are always on the hunt for the quality talent out there. And to secure that talent, they know they need to offer some serious perks. From comprehensive healthcare insurance to plush retirement plans,...
How a Backdoor Roth IRA Can Help You Grow Tax-Free Wealth
By Tricia Lepofsky, ChFC® Taxes are a major concern for those planning for retirement, and the backdoor Roth IRA can be a smart way to reduce their impact. While this strategy isn’t for everyone, it could be an ideal option for those looking to reduce their tax burden...
How to Tie Your Financial Goals to Your Personal Values
By Jason Epps, CFP®, CRPC® With a new year underway, have your resolutions fallen by the wayside? Perhaps you wanted your finances to reflect your personal values—but you don’t know where to start. If you’re taking the time to think about what you want to do this...
The Mega Backdoor Roth & Partial Roth Conversions Explained
By Tricia Lepofsky, ChFC® Mega backdoor Roths and partial Roth conversions became the talk of the town when the first draft of the Build Back Better Act included provisions that would eliminate these strategies for high-income families. Though the bill ultimately...
Why You Should Consider Sending Your RMDs Directly to a Charity
By Jason Epps, CFP® You’re already prioritizing charitable giving as part of your overall financial picture, so why not streamline the process and employ a tax-mitigation strategy? If you’re taking an RMD (required minimum distribution) and giving to charity, learn...