by Chad Stooksbury | Oct 1, 2026 | Financial Planning, Individuals & Families, Tax Strategies
If you have a large traditional IRA, your children could inherit more than an investment account. They could also inherit a significant future income-tax obligation. The SECURE Act did not create a new inheritance tax. But for many families, its inherited IRA rules...
by Chad Stooksbury | Jul 13, 2026 | Financial Planning, Individuals & Families, Tax Strategies
For many Indiana and Chicagoland families, a strong income does not come from one simple paycheck. It may come from overtime, shift differentials, union wages, public safety schedules, healthcare demand, two W-2 incomes, bonuses, taxable investments, and years of...
by Chad Stooksbury | Jun 15, 2026 | Financial Planning, Tax Strategies
Investment performance matters. For high-income individuals and retirees, portfolio growth can help create flexibility, support retirement income, and preserve wealth for the next generation. But returns are only one part of the story. A portfolio can look strong on...
by Chad Stooksbury | May 22, 2026 | Business, Financial Planning, Individuals & Families, Tax Strategies
The Gap Between Financial Advice and Financial Clarity Many successful individuals already have both a CPA and a financial advisor. The issue usually is not a lack of expertise. It’s that advice is often delivered separately. Financial decisions rarely live in one...
by Chad Stooksbury | Apr 30, 2026 | Financial Planning, Individuals & Families
When the numbers are final—but the feeling isn’t For many high earners, tax season doesn’t end with relief. It ends with questions. You filed on time, everything was submitted correctly, but when you look at the outcome, something doesn’t sit right. Maybe it was the...
