You’ve held onto your investments for 20 years, watching them grow their value (with some ups & downs along the way!). Now, you’re ready to sell, but the thought of paying a hefty tax bill is daunting. Let’s explore some strategies to minimize your tax liability! Note that “investments” is a...

It's a funny thing, isn't it? You've worked hard, saved diligently, and your finances are in pretty good shape. But that nagging fear of it all going south still lurks in the shadows. Let's talk about how to quiet that inner critic. 1. Acknowledge Your Feelings First things first, it's okay...

The Corporate Transparency Act (“CTA”) is a new regulation created by the Financial Crimes Enforcement Network to help increase transparency in business ownership, and decrease illicit activities by businesses operating in the US. It may seem like another thing on your already full to-do list...

Heads up, this is a long article. The “Too Long, Didn’t Read (“TLDR”)” is this: This article discusses the importance of an abundance mindset towards money, which involves believing in your ability to navigate financialchallenges and create opportunities. It contrasts this with a scarcity...

See a bunch of letters after a financial advisor’s name? What do they mean, and why should you care? This article will explain which each one means, and like all things in the financial & legal, the answer of one best for you is... “it depends” What does it depend on? Well, your goals. For...

So, you’ve gotten to the point in your life where you’re ready to get some validation on your wise financial choices…or maybe the total opposite, and are terrified to have someone look under the hood on your financial situation. Either way, congratulations! This is a big step in adulting; getting...

A financial advisor is someone you are trusting with your money, one of the most stressful things in American society; no big deal, right? Listen, you're a smart cookie - you've figured out life in so many ways! But sometimes, this whole money thing feels like a whole new language. If that...