Traditional vs. Roth 401(k) and 403(b): Understanding the Key Differences

Employer-sponsored retirement plans—such as 401(k) and 403(b) accounts—are foundational tools for long-term financial planning. Many plans now offer both Traditional and Roth options, giving employees more flexibility in how and when they pay taxes on their savings. While both options are designed to help individuals save for the future, they operate very differently. Understanding these… Read More Traditional vs. Roth 401(k) and 403(b): Understanding the Key Differences

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Why Evaluating a 401(k) Rollover Matters When You Change Jobs

Changing jobs is often framed as a career decision—but it’s also a financial inflection point. One of the most common (and overlooked) questions that comes with a job change is: “What should I do with my old 401(k)?” For many people, the default response is inaction: leaving the account behind with a former employer or… Read More Why Evaluating a 401(k) Rollover Matters When You Change Jobs

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Important Questions to Ask Your Tax Professional When Filing Your Taxes

Filing taxes isn’t just about meeting a deadline—it’s an opportunity to understand how today’s decisions affect your broader financial picture. While your tax professional handles the technical work, asking the right questions can help you gain clarity, avoid surprises, and make more informed choices throughout the year. Below are key questions many individuals and families… Read More Important Questions to Ask Your Tax Professional When Filing Your Taxes

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W-2 Employee vs. 1099 Independent Contractor: Understanding the Key Differences

As careers become more flexible and non-traditional, many professionals find themselves choosing between working as a W-2 employee or a 1099 independent contractor. Each structure comes with distinct advantages, trade-offs, and planning considerations. There is no universally “better” option. The right choice depends on income stability, benefits, lifestyle preferences, risk tolerance, and long-term goals. Understanding… Read More W-2 Employee vs. 1099 Independent Contractor: Understanding the Key Differences

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Tax Questions We Hear Most from Clients

Taxes are one of the most common sources of uncertainty in personal finance. Even highly successful, well-organized families often wonder whether they’re missing something—or making decisions without seeing the full picture. Over time, we tend to hear the same thoughtful questions from clients. While every situation is unique, these questions often signal the right instincts:… Read More Tax Questions We Hear Most from Clients

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What Does a Financial Planner Actually Do? (Beyond Investments)

When people search for a financial planner, they often assume the role is primarily about investments — choosing portfolios, managing markets, and tracking performance. In reality, investment management is only one part of comprehensive financial planning. A financial planner helps individuals and families make informed financial decisions so their money supports the life they want… Read More What Does a Financial Planner Actually Do? (Beyond Investments)

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