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Expand Your Charitable Reach

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Expand Your Charitable Reach

As a kid, Zachary Conway’s financial advisor father tried to instill good savings and charitable habits. Conway, founder and CEO of Seeds Investor, recently told the Framework podcast team about how that worked. When he got his monthly allowance, he divided it up among several containers: one for savings, one for spending and and one for charity.

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Yes, You Can Make a Solid Long-Term Care Plan. Here’s How and Why It’s Important

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Yes, You Can Make a Solid Long-Term Care Plan. Here’s How and Why It’s Important

In today’s world it’s fair to say that most reasonable people believe that they are going to live a long life, and, when you live a long life, it’s also fair to say that sooner or later at some point, we’re going to need some form of care.

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Year End Planning Checklist

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Year End Planning Checklist

 

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Most Changes to Personal Taxes, Retirement Plans Dropped from Build Back Better Act

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Most Changes to Personal Taxes, Retirement Plans Dropped from Build Back Better Act

By Jamie Hopkins In September, I covered the proposed tax plan released by Democrats on the House Ways and Means Committee, which would help pay for the $3.5 trillion Build Back Better Act through changes to corporate, personal and other taxes, as well as retirement plans.

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NOURISH NOVEMBER

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NOURISH NOVEMBER

Your Nourishment Month   I don’t know about you, but this Fall has seemed much more “full” than last year. I find myself occasionally struggling to find the slower balance I normally like to lean into as November approaches. Others I have talked to are feeling a similar way, so I thought this would be a good time to continue to share a few tips and tools to incorporate to keep yourself Nourished as we move into winter. We are pleased to offer “Nourish November.”

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Breaking Down the Basics of ISOs

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Breaking Down the Basics of ISOs

Companies have several tools they can deploy in order to retain top talent, and one that is gaining traction is incentive stock options, or ISOs. Much like non-qualified stock options (NSOs), ISOs are a form of equity compensation in private or public companies.

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October Letter From Bob & Kerry – Reminders & Tax Law Changes

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October Letter From Bob & Kerry – Reminders & Tax Law Changes

We hope this finds you healthy and well wherever you are. It’s hard to believe we are already in the middle of October. Before we jump into some thoughts on the September markets and tax law changes, we wanted to provide a few reminders as we approach year end.

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As Gaming Industry Levels Up, So Does Its Value to Investors

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As Gaming Industry Levels Up, So Does Its Value to Investors

Many investors are embracing the $160 billion gaming market. The industry is larger than the $43 billion box office, $60 billion video streaming and $19 billion music businesses combined.

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Proposed Bill Includes Tax Increases for High Earners, Retirement Account Changes

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Proposed Bill Includes Tax Increases for High Earners, Retirement Account Changes

Last week, Democrats on the House Ways and Means Committee released a draft of their proposed tax plan, which includes changes to corporate, personal and other taxes, as well as retirement plans – though Social Security would be untouched.

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Creating Awareness Around Life Insurance

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Creating Awareness Around Life Insurance

There’s an old saying that with the stroke of a pen we have the ability to affect generations upon generations of lives. 

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