Season of Giving: Tax-Efficient Charitable Strategies for the Holidays and Beyond
Discover how charitable giving can benefit your finances and fulfill your philanthropic goals. Learn strategies to maximize tax advantages and plan for a legacy of giving.
What Is Portfolio Drift and How It Costs You Money
Is your investment portfolio drifting away from your goals? Learn how to regain control and safeguard your retirement savings.
Overcome Cognitive Bias and Free Your Investment Portfolio
Discover how cognitive biases can sabotage your investment strategy. Learn how to identify and overcome these mental traps.
Master REIT Basics: Your Step-by-Step Guide to Real Estate Investing
Learn the fundamentals of REITs, how they work, and why they’re a valuable investment option. Discover the benefits, risks, and strategies for successful REIT investing.
IRS Pro-Rata Rule: A Simple Guide to Calculate Your Taxes
Decipher the IRS pro-rata rule. Learn how to accurately calculate your taxes and avoid common pitfalls. Master the pro-rata allocation process today!
The Ultimate Guide to Secure Investing as You Approach Retirement
Learn key investment strategies to protect and grow your retirement savings while minimizing risks as you approach retirement
IRS Wash Sale Rule Explained: Everything You Need to Know
Learn how to navigate the IRS wash sale rule, reduce tax issues, and maximize savings with smart strategies and expert advice.
Tax-Loss Harvesting: A Strategic Move to Reduce Your Tax Bill
Learn how tax-loss harvesting can help you reduce your tax burden and grow your investments. Discover strategies and best practices from a financial planner.
Slash Your Investment Costs: A Guide to Low-Fee Brokerages
Reduce investment fees and maximize your returns. Discover the best low-fee brokerages and strategies to save money on your investments.
Employee Stock Purchase Plans (ESPPs): A Comprehensive Guide
ESPPs: Your path to company ownership. Learn how to participate, understand tax implications, and make informed decisions.
Backdoor Roth 401k vs Mega Backdoor Roth 401k: A Comprehensive Guide for High-Income Earners
When it comes to planning for retirement, particularly for high-income earners, traditional retirement savings options can present challenges. Tax-advantaged retirement accounts like
Social Security Shake-Up: What the 2025 Changes Mean for You
Discover how the latest Social Security changes in 2025 impact your retirement plans. Learn about increased benefits, higher earnings limits, and potential changes to payroll taxes.
Beware of Free Dinner Offers: The Truth Behind Annuity Sales Tactics
Think a free dinner invitation is just a generous gesture? Think again. Discover the hidden costs behind these offers and the annuity sales tactics designed to profit from your investment.
Compounding Interest and the Time Value of Money: A Blueprint for Financial Success
Understand the time value of money & how it affects your money. Learn the importance of compound interest & inflation in retirement savings.
Is Your Savings Account Stealing from You? The Cost of Idle Cash in Retirement
Are you missing out on potential returns by keeping your money in a low-interest savings account? Learn how to make your cash work harder for you in retirement.
What to Do With Your 401(k) When You Retire: 5 Smart Strategies
Discover the best strategies to manage your 401(k) in retirement! Learn how to maximize your savings and avoid costly mistakes.
Unlock Your Financial Future: A Practical Guide to Goal Setting at Every Age
Achieve your financial dreams! Learn practical goal-setting strategies for all life stages. Expert advice for reaching your goals and building a secure future.
Dollar-Cost Averaging: A Timeless Strategy for Retirement Success
Investing for retirement can feel overwhelming, especially when market headlines scream volatility. That’s where dollar-cost averaging (DCA) comes in—a simple
Why I Became a Fiduciary Financial Advisor
Discover how I transitioned from selling insurance to becoming a fiduciary financial advisor. Learn about the challenges, lessons, and mission behind Addis Hill’s success in financial planning.
