Tax Planning
Real Estate Investing: Closing in on 1031 Exchanges
In today’s active real estate market for both sales and rentals, many investors looking to diversify their income streams and
June 2, 2026
No Comments
Author: Austin Lee, CFP®
RECENT ARTICLES
Insurance
Healthcare in Retirement – Retiring Early and Bridging the Gap to Medicare
Early retirement, whether planned or unplanned, brings about significant lifestyle changes when you stop working. Along with losing your primary
May 31, 2026
No Comments
Insurance
Planning for Long-Term Care – For Your Parents and Yourself
Effective financial planning is built on three pillars: saving, investing, and managing risk. While most medical and tech professionals focus
May 15, 2026
No Comments
Employee Benefits
Navigating Your Company’s ESPP – A Guide for Busy Professionals
For many directors and medical professionals, a common investment philosophy is “invest in what you know.” It’s natural to want
May 14, 2026
No Comments
Market Commentary
May Market Commentary – A New Fed Chairman Takes the Helm
The geopolitical landscape remains complex as the conflict involving Iran continues without a clear resolution, leaving the current ceasefire on
May 14, 2026
No Comments
Estate Planning
Funding A Legacy – Three Ways To Get Creative
For many professionals and established leaders, the drive to create an estate plan often stems from a deep-seated desire to
May 12, 2026
No Comments
Lifestyle
Your Credit Score – An Often-Overlooked Financial Tool
You likely know your credit score is important, and you might even know your current “number”. However, many people simply
April 24, 2026
No Comments
Retirement Planning
You’ve Maximized Your 401(k). Should You Invest After-Tax in an IRA?
If you have successfully contributed the maximum allowed amount to your workplace 401(k) plan, considering additional after-tax savings within an
April 18, 2026
No Comments
Market Commentary
April Market Commentary – Markets Are Up, Consumers Are Down
As we navigate past the one-month mark of the conflict in Iran, recent data releases are starting to reveal the
April 16, 2026
No Comments
Life Management
Women and Money – An Evolved Approach
Women at every age and career level are redefining their financial journeys. Whether they are mapping out high-powered career paths,
April 14, 2026
No Comments