News and Updates
Gold Prices Are High—Is It Time to Sell?
Listener Question:“I inherited a collection of gold coins from my parents who always told me to hang onto them—gold was the ultimate backup if the US dollar ever lost value. […]
10b5-1 Plans: Timing Your Diversification Strategy
Listener Question:I’m an exec at a large tech company with about 50% of my net worth in company stock. The stock has done very well, and I’m planning to retire […]
When the College Fund Is Covered—What’s Next for Our Kids’ Future?
“We’ve been putting $12,000 into each of our two kids’ 529 accounts for a few years. The balance is now $90,000, and they have 7 to 9 years before college. […]
Fractional Ownership vs. Full Jet Ownership: Which Makes Sense?
“Our family has been using fractional jet ownership for years, but now we’re thinking about buying a light jet outright. With tax deductions, depreciation rules, and rising costs, how do […]
Maximizing Your Stock Options: How to Exercise Without a Tax Shock
“I am an executive with a big stock option package, and I want to make the most of it. What’s the smartest and safest way to exercise those options so […]
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