Market Update with Shari Moxley
Market Update with Shari Moxley
Navigating Tax Strategies for Engineers and Defense Contractors
Being an engineer or defense contractor comes with plenty of perks¾high salaries, specialized benefits, and opportunities to work on cutting-edge projects. But these advantages also bring unique tax challenges. Below, you’ll find some actionable tax strategies to help engineers and defense contractors maximize their income and minimize tax burdens. Understanding Your Income and Tax Brackets […]
How AI and Technology Are Transforming Financial Planning
Financial planning has entered a new era. This new era is driven by algorithms, artificial intelligence (AI), and advanced digital tools. These innovations are reshaping how individuals and businesses manage money, plan for the future, and make financial decisions. In today’s fast-paced financial landscape, staying ahead isn’t just an advantage, it’s essential. Likewise, let’s explore […]
2025 Tax Planning Strategies: What High-Income Earners Need to Know
When it comes to taxes, high-income earners know that ignorance isn’t bliss, it’s expensive. As we step into 2025, tax planning isn’t just about avoiding surprises. It’s about seizing opportunities. With shifting tax laws and evolving financial landscapes, proactive planning is essential to keep more of what you earn. Understand the 2025 Tax Landscape You […]
401(k) and Retirement Planning for STEM Fields
Retirement planning is complex for anyone, but for high-income earners in STEM fields (science, technology, engineering, and mathematics), the stakes are even higher. With unique earning patterns, tax challenges, and investment opportunities, STEM professionals must take a strategic approach to securing their financial future. Here’s how to maximize your 401(k) and other retirement tools effectively. […]
Tax-Saving Strategies to Consider Before the Year Ends
As the year winds down, the final days present a valuable opportunity to reduce your tax burden and strengthen your financial position. Proactive tax planning now may help you maximize savings while staying on track with long-term goals. Likewise, let’s explore practical strategies to optimize your tax savings and set yourself up for success before […]
Finding a Trusted Advisor: Questions to Ask a Prospective Financial Advisor
When it comes to wealth management, having a trusted advisor is like having a compass on a journey to financial success. It’s all about advanced planning and smartly managing your wealth to see it grow. This blog will dive into why you need a trusted financial advisor and how to find one that fits your […]
The Emotional Journey of an Executor: Navigating Grief and Responsibility
The Emotional Journey of an Executor: Navigating Grief and Responsibility Becoming an executor is like being handed the helm of a ship during a storm. The sea represents the vast responsibilities awaiting you, while the storm embodies the emotional turbulence of grief. You must navigate through both, guiding the ship to calmer waters, not just […]
401K: Pre-Tax or Roth IRA?
Values-Based Investing with Investor’s Resource
