Charitable giving is an important piece of wealth management. It’s about aligning your wealth with your values to support causes that are meaningful to you. There are many ways to do that—and some are more tax-efficient than others.… more
Tax planning may not be top of mind this time of year, but giving it some thought can help maximize your long-term savings and boost your retirement nest egg. It isn’t something that needs to take a lot… more
Many small business owners tend to be self-starters. Instead of waiting around for the right opportunity to come their way, they tend to create it themselves. That entrepreneurial spirit could be one of your greatest assets, but making… more
September is National College Savings month. Saving for college is a top financial priority for most parents, but it’s easy to overlook one very important detail—the ways that saving for college could impact your taxes. How you save… more
Finding yourself suddenly single can be challenging at any age, especially if you were partnered for a long time. That’s what inspired us to create Opal’s Divorce and Money Guide. But those who are nearing retirement age (or… more
With a 401(k), your contributions are tax-deductible, and you might get an employer match to boot. You also won’t be taxed until you make withdrawals in retirement. Many 401(k)s are set up as target-date funds, meaning they automatically… more
If you’re like most high-net-worth individuals, you’ve worked hard to get to where you are. Accumulating wealth rarely happens overnight, and you’re probably growing toward an even more abundant future. As you continue on that path, it’s important… more
Roth IRAs have been around for more than 20 years now. Which is long enough, it would seem, for retirement savers to have heard about the tax benefits they offer. Yet, many Americans still aren’t using a Roth… more
If you’re in your 50s, chances are you’re on the home stretch of your working years and looking ahead to retirement. As you get closer to leaving the workforce, it’s a great time to take stock of your… more
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