Financial Planning for Women Who Want Clarity, Not Complexity
Nearly 70% of women identify as their household’s primary investment decision maker, yet only 16% of women feel very confident…
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New Retirement Contribution Limits for 2026
The Internal Revenue Service (IRS) has released new retirement contribution limits for 2026. Keep in mind that this update is…
Donor-Advised Fund: A Guide to Charitable Giving
Have you considered using a Donor-Advised Fund (DAF) as part of your charitable gifting strategy? A DAF is a charitable…
RSU vs. Stock Option: Paths to Sudden Wealth
Reports of a recent survey of Nvidia employees show approximately 80% of employees are millionaires and 50% are worth over…
Five Most Overlooked Tax Deductions
Who among us wants to pay the IRS more taxes than we have to? While few may raise their hands,…
Year-end Charitable Gifting and You
Are you making charitable donations at year’s end? If so, you should know about some of the financial “fine print”…