by Laurie Otey | Jun 29, 2026 | Financial Planning, Tax Strategies
If your advisor is not talking with you about year-end tax planning by the fall, it may be time to start the conversation yourself. That does not mean you need to make rushed decisions. In fact, the opposite is true. The earlier you begin, the more time your advisory...
by Derric J. Isensee | Jun 28, 2026 | Financial Planning, Individuals & Families, Tax Strategies
For many high-income earners, retirement planning is not only about whether they are saving enough. It is about whether they are making the most of what they have already built. You may be contributing consistently, investing thoughtfully, and building wealth at a...
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 Karin Clauson | Jun 14, 2026 | Financial Planning, Tax Strategies
How to Reduce Tax Drag in a Taxable Brokerage Account For many high-income investors, the question is not just, “How did my portfolio perform?” It is also, “How much of that return do I actually keep after taxes?” That distinction matters, especially if you are an...
by Collin Hubbard | Jun 10, 2026 | Financial Planning, Tax Strategies
New tax provisions often create two things at once: opportunity and uncertainty. For parents and grandparents with meaningful assets, the question is rarely as simple as, “Can we open this account?” A better question is, “Does this account fit into our broader plan?”...
by Laurie Otey | Jun 5, 2026 | Financial Planning, Tax Strategies
A Roth conversion can sound simple on the surface: move money from a pre-tax retirement account into a Roth account, pay the tax now, and potentially create more tax flexibility later. But in practice, the decision is rarely that simple. A Roth conversion is not just...
