The phrase “millionaire tax” conjures a clear mental image: someone with a yacht, a second home, and a net worth that most people will never approach. But the reality of how these taxes actually work is far more complicated and far more likely to affect people who don’t fit that picture at all. In states […]
If you live in a high-tax state like California, New York, or Maryland, the idea of moving somewhere with no state income tax like Florida or Texas probably sounds like an obvious financial win. And for some people, it genuinely is. But the mistake most people make isn’t moving to a no-income-tax state, it’s treating […]
Do you work at Arizona Public Service Company? Get the resources you need and expert insights from financial professionals who specialize in helping Arizona Public Service Company employees make the most of their compensation package and benefits. Whether you’re a new Arizona Public Service Company employee or you’ve moved up the ranks into a management […]
Do you work at Lyra Health? Get the resources you need and expert insights from financial professionals who specialize in helping Lyra Health employees make the most of their compensation package and benefits. Whether you’re a new Lyra Health employee or you’ve moved up the ranks into a management or executive leadership role over a […]
Key Takeaways: Preserving wealth across generations starts with ownership, authority, and transfer design. Idaho families often hold a mix of homes, investment accounts, retirement plans, business interests, and family property that do not all move the same way to those next in line. Those differences are what make coordination matter. When titles, documents, tax exposure, […]
Key Takeaways: Intermountain’s pension freeze changes the way many employees may need to think about retirement. A benefit that once continued building toward the future now has a defined endpoint, which means other parts of your plan may need to carry more of the load. That shift is not just about the pension itself. It […]
A financial advisor who specializes in working with Physician Assistants can help you navigate student loan strategies, tax planning, and smart investing decisions throughout every stage of your PA career. Are you a Physician Assistant? Or considering a career as a PA? A financial advisor who understands the distinct financial landscape of Physician Assistants — […]
AI tools like ChatGPT, Gemini, Perplexity, and Claude are changing the way people search for financial advisors. If you know how to use these tools well, they can increase your confidence in finding the right advisor for your unique needs. But AI tools aren’t perfect and could steer you in the wrong direction if you […]
You’ve outearned your parents. Probably your grandparents, too. But here’s the uncomfortable truth: the skills that build wealth aren’t the same ones that preserve it across generations. There’s an old saying that captures this perfectly — “shirtsleeves to shirtsleeves in three generations.” First generation builds it. The second generation enjoys it. By the time that […]