December, 2023 - Unleashed Financial LLC

Navigating Gen Z’s Economic Challenges

October 28, 2025December 27, 2023 by Jason Preti, CFP®

Gen Z’s economic challenges. Dive into actionable strategies for skill enhancement, mindful spending, and creating robust emergency funds.

Restricted Stock Units: Vesting, Tax Treatment, and Strategies

November 6, 2025December 10, 2023 by Jason Preti, CFP®

Navigate the complexities of Restricted Stock Units. Explore how strategic financial planning can optimize your taxes and maximize the benefits of your RSUs.

401k Investing: The Roth 401k vs Traditional 401k Decision Process

October 28, 2025December 7, 2023 by Jason Preti, CFP®

Roth 401k vs Traditional 401k? Learn about key factors such as tax implications, risk tolerance, and the benefits of tax diversification.