Why Your Tax Bracket May Be Higher in Retirement Than You Expected
One of the most common misconception I hear from clients is “My tax bracket will be lower in retirement.” Someone walks in…
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How to combine finances after marriage
How to Combine Finances After Marriage Key Takeaways My husband and I got married a few years ago. We are both CFP®…
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Financial Decisions and Time
I have a high school reunion coming up. That much time has passed already? I didn’t realize how long it had been…
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Integrated Financial Planning: Tax & Investments Working Together
Integrated Financial Planning: Tax & Investments Working Together I talk to people all the time who feel like they have things handled….
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Your MicroVu 401(k): A Guide for Employees
Employee Guide for MicroVu 401(k)
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Estate Tax Planning: The Mistake That Cost Prince Millions
Estate Tax Planning: The Mistake That Cost Prince Millions (Photo Credit NPG) When Prince died suddenly in 2016, the world lost a…
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Trump Accounts: Take the $1,000, But It’s Not a Wealth Plan
What are Trump Accounts? Trump Accounts are now officially available. Created under the Working Families Tax Cuts Act, these new investment accounts…
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Sanofi 401(k) Plan
If you work at Sanofi, you may be participating in the company’s 401(k) plan and wondering whether you are on track. Most…
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Navigating Divorce: A Financial Guide
Navigating Divorce: A Financial Guide Divorce is one of the most emotionally difficult things a person can go through, and the financial…
