2021: The Year of the NUA

If you own highly appreciated stock in your company’s qualified retirement plan 2021 could be the perfect setting for you to utilize net unrealized appreciation strategy, or NUA.

The 2021 Child Tax Credit: An Overview

The tax give-back for parents of young children is different in 2021 Every year, the Child Tax Credit reduces the tax liability of American parents.

4 Risks That Can Impact Your Retirement

Even with careful planning and diligent saving, some parts of retirement planning are out of your control. Factors like longevity, rising medical costs and the

4 Risks That Can Impact Your Retirement

Even with careful planning and diligent saving, some parts of retirement planning are out of your control. Factors like longevity, rising medical costs and the

Preparing for the 2021 Tax Season

How a financial advisor can help you manage your taxes this year  Reducing your tax burden can help you manage your wealth and free up

5 Financial Tips for Starting Law School

Law school is an investment in your future. Investing in education can be a great return if done properly and with the high cost of a Law Degree, I have put together some tips that may be helpful.