News and Updates

July 3, 2025

Planning Before a Potential IPO

“We own stock in a private tech company that might IPO next year. What should we be thinking about now for taxes?” This is a good situation to be in—and […]

July 2, 2025

Will an Irrevocable Trust Lock In Today’s Estate Tax Exemption?

“We’re considering setting up an irrevocable trust now that the estate tax exemption is supposed to sunset in 2026. If we do it this year, do we lock in the […]

June 27, 2025

Does Persistently High Inflation Mean You Need a New Plan?

“We created our financial plan assuming inflation would cool down. Should we rethink our numbers if it doesn’t?” Where We Stand Now While recent inflation numbers show that inflation has […]

June 25, 2025

Thinking About Impact Investing? Here’s What to Know Before You Start

Here’s a question we’ve been hearing a lot lately:“We’re interested in impact investing. What do we need to consider when picking funds to add to our portfolio?” It’s a big […]

June 20, 2025

Should You Max Out a Deferred Compensation Plan? It Depends.

“I’ve been offered deferred compensation from my employer post-promotion. Should I max this out and wait to pull it in retirement?” At first glance, a deferred compensation plan can sound […]

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