As we get closer to the end of the year, charitable giving is often top of mind for clients around the holiday season.  Some clients dedicate a percentage of their income, a set monthly amount or give spontaneously when they feel the time is right to give to their organization of choice.  

Most clients are aware that there is a tax break associated with charitable giving, however most don’t realize that they probably aren’t benefiting from it.

Studies show that newlyweds are getting married later than ever, which means that there is more financial baggage to sort through when tying the knot. Learn more about how we are helping Newlyweds manage the complexities of merging finances later in life.

Learn more about how direct indexing could potentially lower your tax bill. Usually a fit for those in high tax brackets, more than $100k in taxable brokerage accounts, and have enough saved for retirement.

With the median sales price of a home in the US rising to $416,200 in 2023, there is an argument to be made that one of the largest purchases of your life shouldn’t be made alone.

When it comes to securing your financial future, choosing the right financial advisor can be an important decision. Finding the best financial advisor who aligns with your goals and values requires careful consideration. In this guide, we'll explore the steps to help you find the ideal financial advisor.

Who are HENRYs? High earners not rich yet. Usually young in their career with wealth aspirations that don’t receive attention from traditional financial advisors due to the lack of accumulated wealth.

With tech and startup companies expanding rapidly into the Pittsburgh region, equity compensation packages (stock options) are one way that these companies are attracting and retaining talent to help build and grow without draining their operating accounts.

Learn how my experience with early tech employees has influenced my recommendations on when to sell and pay higher taxes.

Millennials and Gen Xers face unique financial challenges. Seeking unbiased fiduciary financial advice is essential for these generations.

Follow these 5 tips on how to merge your finances as a newlywed couple

Instead of giving you my opinion on what I think might happen in 2023 or copy and paste Blackrock’s economic outlook of the future, I wanted to highlight some basic economic principles at work in 2022.

While savings is one of the best financial disciplines to have, saving with the wrong purpose, or in the wrong account, can negate the benefits. Having a transition fund will be your savior in the case of unexpected career breaks.

An article for those who have the FOMO surrounding the Cryptomania of 2021.

I wrote this to convince myself that it is ok to earn 6-8% annually in a diversified portfolio. You will find a "Freakonomics" approach to my why behind this craze and a quick reference to the history that surrounds the Tulipmania bubble that swept through Holland in the 1600s.

Until recently, the idea of getting your investment advice from social media, let alone from a forum like Reddit, probably seemed ridiculous. Trusting strangers to help you get “in” on the latest stock market fad is the antithesis of a sound investing strategy.

Tax gain harvesting is exactly the opposite of tax loss harvesting. Instead of selling an investment to capture a loss, you are selling to capture a gain. You might be asking yourself, who in their right mind would want to capture a gain and pay tax?

I'm asked all the time about the expenses that follow when kids are added to the family dynamic. My answer is typically depends on how expensive you want them to be!

What is a backdoor Roth IRA? Below we’re breaking down what you need to know about this retirement savings strategy.

If you are someone who needs a change of scenery more often than the annual family vacation, you might find yourself allocating a significant dollar amount to the travel budget. My goal as a financial planner is to find different ways to make my clients’ money work harder for them. One financial tool that is available to just about everyone over the age of 18, is a travel rewards credit card.

The COVID-19 pandemic has caused housing prices to skyrocket in 2020. With the uncertainty that has surrounded us for almost a year now, homeowners are hanging tight in their homes for the most part.