What you need to know about asset location

Why Asset Location Matters

Did you know the account you hold your investments in can make a meaningful difference in taxes over your investing lifetime? This is called asset location, and Vanguard has found that it can save you up to 0.60% annually in…

How long should you keep tax records?

How Long Should I Keep My Tax Records?

Whether your tax documents are filed away or in a folder on your desktop, you may be wondering, “Just how long do I really need to keep all of this?” As with many tax topics, the answer is: it depends!…

Financial Tips for Traveling Abroad

Financial Tips for Traveling Abroad

One of the greatest joys in life (well, for me, personally) is traveling abroad. Before embarking on an international trip, you may have marked off the usual checklist items of packing your luggage, booking a place to stay, hiring a…

What to know about the updated FAFSA

What You Need to Know About the Updated FAFSA

As we usher in a new year, the countdown to college is well underway for millions of students nationwide. Amidst the anticipation, it’s important to know about the changes coming to the 2024-2025 version of the Free Application for Federal…

2024 contribution limits

2024 Contribution Limits

For 2024, there are several material contribution limit increases across retirement accounts. A very good practice is to contribute enough of your salary to receive at least the employer match. Also, pay raises often present an easy opportunity to increase…

End-of-the-year financial checklist

End-of-the-Year Financial Checklist

The end of 2023 is quickly approaching. Before your calendar is filled with holiday parties and finding the perfect gift for your next White Elephant gift exchange, here are some financial checklist items you might consider before saying goodbye to…

Should you enroll in your company's ESPP

Should I Enroll in My Company’s ESPP?

Do you have access to your Company’s Employee Stock Purchase Plan (ESPP)? Beyond your base pay, bonuses, and potential for stock compensation, participating in an ESPP is potentially a great opportunity to enhance your overall compensation package. Prior to enrolling,…

Are you an above-average investor?

Are You an Above-Average Investor?

Are you an above-average driver? Well, the reality is that ~80% of drivers think they are above average, even though that’s mathematically impossible. And it is not limited to driving, as a number of studies show people rate themselves as…

Download our 5 Questions to Ask Your Financial Advisor eBook

We break down some of the most important questions we are asked on a regular basis.

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