Estate Planning
Estate and Gift Tax Limits for 2025
Posted ByDecember 22, 2024
Financial Planning
Health Savings Accounts (HSAs) – 2024 Limits
A Health Savings Account (HSA) is a tax-advantaged medical savings account available to individuals who are enrolled in high-deductible health plans. HSAs have three main tax advantages.
Posted ByApril 22, 2024
Financial Planning
When Should I Sell My RSUs (Restricted Stock Units)?
Restricted Stock Units (RSUs) provide employees the right to own company stock subject to vesting requirements, such as employee performance or the passage of time. The underlying company stock is not issued until the RSUs vest. When an employee receives Restricted Stock Units, they have an interest in the company’s equity, but the units have
Posted ByMarch 5, 2023
Financial Planning
A Deeper Dive into Client Engagement
Bill Hortz, Founder of the Institute for Innovation Development, recently interviewed Alyssa (Yocom) Dalbey, CPWA®, CFP® and Wealth Manager at Schultz Financial Group (SFG) about SFG’s approach to wealth management: Hortz: Can you share with us the thinking behind developing your Four Capitals of Wealth approach with your clients? Dalbey: By working closely with our
Posted ByJuly 16, 2022
Financial Planning
Education Funding Options
For most parents, saving for their children’s college education is a major financial commitment. A savings program is a good start, but merely accumulating funds is usually not enough. The type of assets in the education accounts, and whether the parent or the child owns them, can significantly impact the family’s eligibility for financial aid.
Posted ByMay 4, 2021
Financial Planning
2020 RMDs Waived Under CARES Act
In March 2020, the Coronavirus Aid, Relief, and Economic Security (CARES) Act was passed. There are several components to the CARES Act that will impact many, if not all, Americans. This blog article focuses on how the CARES Act affects Required Minimum Distributions (RMDs).
Posted ByApril 30, 2020
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Think before you try these social-media shortcuts at airports and hotels.
These Travel Hacks Are Everywhere. That Doesn’t Mean They Work.
advisorstream.com
Think before you try these social-media shortcuts at airports and hotels.
Take the postholiday cleanup as an opportunity to refresh your home with these five very doable strategies
The ‘Cantaloupe Rule’ and More Tips to Declutter Your Decor in 2025
advisorstream.com
Take the postholiday cleanup as an opportunity to refresh your home with these five very doable strategies
Sugary drinks are sneakier than equally high-calorie foods—and even diet soda can affect your metabolism.
Want to Lose Weight This Year? Start With What You Drink
advisorstream.com
Sugary drinks are sneakier than equally high-calorie foods—and even diet soda can affect your metabolism.
Though pets may not know it's Christmas, they do have a deep understanding of giving and receiving.
What Our Pets Can Teach Us About the True Spirit of Giving
advisorstream.com
More than 52% of dog owners in this country—and 41% of cat owners—plan to buy pets a holiday gift this year. "Do they know it’s Christmas time at all?" wonders Michelle Slatalla. Though pets may...
Be deliberate and strategic in your charitable activities so you optimize the impact of your giving.
Learning the Best Ways to Give Helps Your Causes and You
advisorstream.com
Few people are deliberate and strategic in their charitable activities, so they don't optimize the impact of their giving.