After a few years of confusion and waivers, the IRS released clarifying information on inherited IRAs in the summer of 2024. Before we unpack the latest information, let's recap the 2019 legislation. Read more…
Conducting Due Diligence on Assisted Living and Nursing Home Facilities: 50+ Questions to Ask
When I am lucky enough to have worked with a client for decades and they transition into various phases of life, it’s not uncommon for my role as a Wealth Manager to extend beyond dollars and cents into giving advice on personal matters. Read more…
ESPP Shares: To Sell or Not to Sell?
Participating in your employee stock purchase plan (ESPP) can be a great way to supplement cash flow, fund short-term goals, and invest for the future at an advantage. Read more…
Checking Your Bias: How Two Behavioral Biases Impact Your Financial Plan
When it comes to financial planning, most advice focuses on numbers and logic. The problem is, people are inherently illogical at times, especially when it comes to things as personal as your finances. Read more…
The Best Financial Advisors in St. Louis
Choosing a financial advisor or wealth manager to partner with on your investment strategy and financial plan is an incredibly important decision. With so many choices, it can be hard to narrow down which option is right for you. Read more…
When and How to Sell Restricted Stock Units (RSUs)
Your restricted stock units (RSUs) are vesting or, at least, nearing their vesting date. This is exciting — but now what? Selling any kind of asset can be stressful. Naturally, you want to make the right decision to realize as much value as possible and avoid missteps that can subject you to Read more…
How Much Money Should You Contribute to a Deferred Compensation Plan?
Contributing to tax-advantaged accounts like 401(k)s and IRAs is one of the most effective ways to build a substantial nest egg that will allow you to live comfortably in retirement. Read more…
Understanding Donor-Advised Funds: A Comprehensive Guide
The use of donor-advised funds (DAF) as a charitable giving vehicle has exploded in popularity in recent years. Read more…
Active vs. Passive Investing: Why "Boring" Investment Strategies Are Better
It’s a common debate in the investment world. Which is better—active or passive investing? Read more…
How Much Do Wealth Management Services Cost?
Trusting someone with the important task of guiding your financial plan isn’t easy. Add the sometimes-questionable and potentially biased fee structures of some financial institutions, it’s no wonder potential clients often come to me skeptical of costs in their search for an advisor. Read more…
