News and Updates

My company offers a deferred compensation plan where I can choose distribution at retirement or spread payments out over five, 10, or even 15 years. I’m worried about locking myself […]

We’ve kept all of our cash and investment accounts at one major bank for years. It makes life easier. But now that our balances are larger, I’ve started to wonder […]

“We regularly gift to our 23-year-old daughter, and she recently asked if she could invest $50,000 of her account in crypto. We want to encourage her interest in investing and […]

Listener Question:“A friend suggested direct indexing could give me an edge on tax loss harvesting, especially since I already donate appreciated stock to our donor advised fund. Is it worth […]

“I’m retiring next year and have $3 million in my 401(k), including $800,000 in company stock with a cost basis of about $250,000. I’ve been reading about NUA strategies. Could […]