Why Tax and Wealth Planning Work Better Together

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...

Tax Law Changed. Has Your Strategy?

by Kayli Cinko | May 13, 2026 | Individuals & Families, Tax Strategies

Tax law changes tend to arrive the same way for most people: suddenly, loudly, and wrapped in headlines designed to create urgency. New rules. Expiring provisions. Changing deductions. Legislative updates that seem to shift every few years. For high earners and...

The Roth Strategy That Works at 30 May Not Work at 50

by Karin Clauson | May 12, 2026 | Financial Planning, Individuals & Families

For many professionals early in their careers, Roth retirement contributions can make a lot of sense. Income is often lower than it will be later in life, which can mean lower tax rates today. At the same time, younger investors typically have something incredibly...

The New Roth Catch-Up Rule Is Here. Many High Earners May Wish They Had Planned for It Earlier.

by Derric J. Isensee | May 12, 2026 | Financial Planning, Individuals & Families

For years, many high-income earners have intentionally leaned toward pre-tax retirement contributions. The strategy made sense: Reduce taxable income today Stay more protected from higher tax brackets Defer taxes until retirement when income may be lower And for many...

Why a Big Tax Refund Isn’t a Big Win

by Kayli Cinko | May 11, 2026 | Individuals & Families, Tax Strategies

A big tax refund can feel like good news. After all, receiving money back from the IRS is better than writing a large check, right? Not always. A refund may feel like a reward, but in many cases, it simply means you paid more in taxes throughout the year than you...

The Secret to Paying Less Next April Starts Now

by Derric J. Isensee | Apr 30, 2026 | Financial Planning, Individuals & Families, Tax Strategies

Most people don’t think about taxes until April. That’s usually when the frustration shows up. A higher-than-expected bill. A missed opportunity. A feeling that something could have been handled better. But by the time you’re filing, most of the outcome is already...