When a Roth Conversion Actually Makes Sense
Roth conversions sound simple, but Chris explains why the “should I do it?” answer depends on timing, taxes, and your long-term plan.
NQSOs: The Biggest Stock Option Tax Mistake High Earners Make
Non-qualified stock options can build real wealth, but Guilian’s warning is that most high earners treat exercising like a one-time event instead of an ongoing tax planning strategy. In this clip, he explains the key tax rule, why timing is everything, and what commonly goes wrong.
Crafting Your Optimal Social Security Strategy for a Secure Retirement
Learn to optimize your Social Security strategy. Understand claiming ages, spousal benefits, and working impacts to maximize retirement income. Essential financial planning insights.
What Clients Are Already Asking FAs About ‘Trump Accounts’
We’ve had several families reach out these last few weeks with questions about the new Trump Accounts for kids (also referred to as 530A accounts). While there are still many unknowns around how the program will ultimately work, the topic is generating a lot of interest. Our Co-Founder and Managing Director, Guilian DiLeonardo, CFP®, was […]
NQDC: The 401(k) Mistake Executives Make
If you’re a senior executive or high earner with access to a non-qualified deferred compensation plan, Guilian explains why the biggest mistake is treating it like a bigger 401k. In this clip, he breaks down how deferred comp can help delay income taxes, but also why it comes with trade-offs most people miss. He also […]
Valley of Despair – Jennifer Ward
Jacky sits down with Jennifer Ward, Founding Partner of Ward Law, LLC, to talk about the trials, triumphs, and lessons from her entrepreneurial journey.
How to Build a Lasting Legacy: A Guide to Inheritance Planning for Families
Secure your family’s future and ensure your wishes are honored with thoughtful financial strategies. Quick Summary / Key Takeaways Inheritance planning is most effective when started early, allowing time to clarify priorities, make informed decisions, and adjust as life circumstances change. Clearly documenting intentions around asset distribution and decision making helps reduce uncertainty and supports […]
Inheriting 401(k) or IRA: Everything You Need to Know in 2026
Understanding your options for inherited retirement accounts helps you make smart financial choices. Quick Summary / Key Takeaways Most non-spouse beneficiaries who inherit a 401(k) or IRA are required to fully distribute the account within 10 years of the original owner’s death, which can significantly affect taxes if not planned carefully. Spouses who inherit a […]
Pension Lump Sum or Monthly Payments? How to Make the Right Choice
Understanding your retirement payout options for a secure financial future Quick Summary / Key Takeaways Your health, life expectancy, and need for guaranteed income are important factors when comparing a lump sum pension to monthly payments. A lump sum provides flexibility and control over investments, but it also comes with market risk and ongoing management […]
Inherited Assets Don’t Come with Instructions: Navigating IRAs, Taxable Accounts, and Real Estate
Navigate inherited assets like IRAs, taxable accounts, and real estate with expert insights on tax minimization and strategic financial planning.