SEEDS OF KNOWLEDGE

As federal employees, there is a risk of being furloughed or facing a government shutdown, which can cause financial strain.

What issues should I consider when harvesting capital losses? Tax-loss harvesting is a popular strategy, but it’s not always clear whether i

What Issues Should I Consider When Starting A Business? First-time entrepreneurs and seasoned business owners alike can benefit

What Issues Should I Consider If I Lose My Job? Severance options, Employer benefits, health Insurance, retirement accounts

When saving for retirement, clients will often ask which account they should be making contributions to – a traditional IRA or a Roth IRA?

Should I contribute to my Roth 401(k)? Many clients may have the opportunity to contribute to a designated Roth account in their 401(k) but

What Issues Should I Consider When Dealing With High Inflation? High inflation has been on everyone’s mind, and many are wondering what they

Can I Do A Net Unrealized Appreciation (NUA) Distribution? Clients who own employer-issued stock in a 401(k) plan may benefit from favorabl

Am I At Risk Of Having My Identity Stolen Or Being A Victim Of Fraud? cyber threats, common scams, unlawful activity