Thinking About College Costs? Here’s What You Should Know About 529 Plan Contributions in 2025.   529 Plan Contribution Limits for 2025 By Kathryn Pomroy, April 4, 2025 A 529 plan is a state-sponsored account that offers tax-advantaged savings to cover college, trade and vocational courses and qualified K-12 expenses. It can be a powerful… Continue reading →

President Trump’s tariff plan is ushering in a period of historic uncertainty and stock market volatility. Wall Street Journal columnist Jason Zweig offers up a thoughtful approach to such turbulent times.   Trump Just Shredded the Economic Playbook. Here Are Your Next Investing Moves. By Jason Zweig, April 4, 2025 Thinking clearly right now is harder—but… Continue reading →

For many tech executives, stock compensation is more than just numbers on a spreadsheet; it is a key component of building their financial future. Stock compensation can take various forms – Restricted Stock Units (RSUs), Incentive Stock Options (ISOs), Non-Qualified Stock Options (NSOs), Performance Shares, and Employee Stock Purchase Plans (ESPPs). Each type brings different… Continue reading →

Hope springs eternal, especially in March. Like many firms, ours runs an informal NCAA basketball tournament pool for our employees. It is fun. The traditional college tournament thrills fans and creates so much interest that an estimated one in four Americans fills out a bracket to predict who will win it all. As a financial… Continue reading →

  As a financial advisor, increasingly I find myself in a ticklish situation: Trying to convince people that taking an easy yield on cash is not a long-term investment strategy.  Here is what typically happens, in my experience. Imagine a couple in their early 60s. They have diligently saved for retirement.  As they approach the… Continue reading →

If you are looking ahead and trying to decide what the best way to transition from dental practice owner to retirement is, utilizing a cash balance plan as an alternative to selling to a DSO may be right for you. Here’s what you need to know. As dentists approach the latter stage of their careers,… Continue reading →

For most people, investing can feel like a long drive down the highway. The sun is out, the road is flat, the music soothing. Even at 70 miles per hour the ride is uneventful. Until, of course, you hit a pothole or enter a rough stretch of pavement. Your trip can go from a snooze… Continue reading →

Financial Planning in a Volatile Market Volatile investment markets highlight the importance of proactive financial planning. Part of building a plan is ensuring proper investment allocation so you can build resilience against market fluctuations. To prepare for this, it’s essential to understand your complete financial picture, something a comprehensive plan can help you achieve. The… Continue reading →

Retirement investment planning is all about making the most of your savings opportunities, and a new rule under the SECURE 2.0 Act of 2022 is set to provide just that. Beginning in 2025, individuals aged 60 to 63 will be eligible for higher catch-up contributions, helping them bolster their retirement nest egg as they approach… Continue reading →