Ready to upgrade your role from a hands-on coder to the CEO of your finances? See how a financial advisor helps you delegate and build durable wealth.
Author: Jason Preti, CFP®
Achieve Financial Peace: Decode 2025 tax changes. Smart strategies for marriage, new babies, divorce, and senior deductions.
Life events reshape taxes. Explore 2025 insights on marriage, kids, divorce, and senior deductions. Get smart tax tips for your financial journey.
What is stagflation? Explore its causes, historical context, and current risks. Discover strategies to build financial resilience against economic challenges.
Is your portfolio too concentrated in employer stock? Understand the risks of RSUs & ESPPs. Protect your wealth through smart diversification strategies.
Maximize your equity compensation. This guide breaks down RSUs & ESPPs, covering vesting, taxes, selling strategies, and portfolio diversification tips.
Welcome to Financial Wellness Month, January 2025—a perfect time to take control of your financial health. The new year brings a fresh opportunity to reflect on personal financial goals and
Life is unpredictable. Just when you think you have everything under control, an unexpected expense can hit you like a sudden downpour on a clear day. Much like carrying an
Generation X, born between 1965 and 1980, represents a unique cohort that bridges the gap between aging Baby Boomers and Millennials. As they advance into their 40s and 50s, long-term
Planning for a Secure Retirement Retirement is approaching quickly for those of us in Gen X, especially if it’s only 10 to 15 years away. With family, work, and the