The Overlooked Alchemy of True Wealth Management
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.
Jason Preti, CFP®
Empower Your Wealth: Strategic Tax Planning for Life’s Major Milestones
Achieve Financial Peace: Decode 2025 tax changes. Smart strategies for marriage, new babies, divorce, and senior deductions.
Empower Your Future: Tax Changes After Life’s Big Moments
Life events reshape taxes. Explore 2025 insights on marriage, kids, divorce, and senior deductions. Get smart tax tips for your financial journey.
Feeling the Squeeze? Understanding Stagflation in Today’s Economy
What is stagflation? Explore its causes, historical context, and current risks. Discover strategies to build financial resilience against economic challenges.
Potential Concentrated Portfolio Risk with RSUs and ESPPs
Is your portfolio too concentrated in employer stock? Understand the risks of RSUs & ESPPs. Protect your wealth through smart diversification strategies.
ESPP & RSU Guide: Maximize Your Equity Compensation
Maximize your equity compensation. This guide breaks down RSUs & ESPPs, covering vesting, taxes, selling strategies, and portfolio diversification tips.
Taking Charge of Your Financial Health in 2025
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 make decisions that can enhance your long-term financial stability. As we navigate through 2025, we face both challenges and opportunities, including legislative changes, increased savings … Read more
Preparing for a Rainy Day with Emergency Funds
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 umbrella during spring rains, having an emergency fund is essential to protect you during financial storms. An emergency fund offers a sense of relief and … Read more
Gen X and the Future of Long-Term Care
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 care planning becomes increasingly significant. Not only must Gen X plan for their own future, but they are also impacted by the caregiving needs of … Read more
Gen X Can Secure Their Future with Expert Help
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 constant demands of life, keeping up with retirement planning can feel overwhelming. Fortunately, with some expert guidance, you can reclaim your time, focus on your … Read more