The state of Virginia offers a $4k state income tax deduction, but age requirements and regulations can be limiting. Want to know how to maximize your 529 plan? Read on.

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Explore five key strategies to optimize your savings and investing in 2025. From maximizing retirement contributions and managing spending to estate planning and safeguarding against risks, this guide offers actionable insights to help you navigate an uncertain financial landscape and stay on track for long-term success.
When it comes to charitable giving, your instinct may be to reach for your checkbook or credit card. But if you’re looking to potentially increase your gift and tax deduction, consider donating your appreciated stocks directly to charity.
Helping your parents avoid probate is a gift. Our podcast guest, Catherine Schott Murray, shares her perspective and tips with the Sandwich Generation.
Are you looking for clarity, conviction and unfiltered advice about your wealth?
You’ve come to the right place.
You’ve worked hard to grow your wealth, but have you ever paused to ask yourself what it’s all for? Many executives focus on building their financial portfolios without stopping to define the purpose behind it.
Just because you’ve sold your business doesn’t mean your life is over. To the contrary, it means the opposite. Owning and operating a business is a time-consuming endeavor, and now that you’ve transitioned away from it, there are endless ways to fill your time after you cashed in. Your lifestyle may have changed, but you still need enough cash to meet your living expenses.
Why do you need a buy-sell agreement in the event that a business partner dies? Here are the benefits, structures, and tips to help you set up a plan.
Entrepreneurs and business owners often approach risk differently than most, especially when it comes to their comfort with uncertainty. As one founder put it, “The risks are endless…they never go away when you’re an entrepreneur.” This is the reality business owners face daily as they strive for growth and earnings. Managing risk becomes even more complex when balancing a business with personal financial health.