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Forty "W"ritings

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Understanding the 2026 Tax Sunset: Implications and Impact Thumbnail

Understanding the 2026 Tax Sunset: Implications and Impact

As the country’s debt burden grows and we prepare for another presidential election there is a debate looming in DC that will have a significant impact on most Americans financial strategy. Between now and the end of 2025 Congress will have to vote to extend the 2017 tax cuts or they will expire (“sunset”) subjecting most to higher taxes.

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Tax savvy Planning for Those with Company Stock in their 401k Plan Thumbnail

Tax savvy Planning for Those with Company Stock in their 401k Plan

Net Unrealized Appreciation (NUA) is a valuable tax strategy that can offer the benefit of lower taxes and portfolio diversification for investors holding appreciated employer stock within their retirement plans. By understanding how NUA works and considering its potential impact on your overall financial plan, you can make informed decisions to optimize your tax efficiency and achieve your long-term financial goals.

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Year-End Financial Planning: Navigating the Secure Act Changes in 2024 Thumbnail

Year-End Financial Planning: Navigating the Secure Act Changes in 2024

Year-end financial planning is a crucial practice for individuals, families, and businesses alike. It provides an opportunity to take stock of your current financial situation, review your financial goals, and make strategic decisions to optimize your financial health. Read more for essential steps to consider during your year-end financial planning.

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Hidden Burdens: Exploring Financial Stress Among Higher Net Worth Individuals Thumbnail

Hidden Burdens: Exploring Financial Stress Among Higher Net Worth Individuals

When we think of financial stress, we often associate it with individuals struggling to make ends meet or facing significant debt. However, financial stress can also affect those with a higher net worth, albeit in different ways. Here we delve into the unique challenges faced by higher net worth individuals, the impacts of financial stress on your well-being and some coping strategies.

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