end of year

10 Holiday Shopping Tips

By EWM / November 27, 2023

Read Time: 3 MIN Planning financially for Christmas shopping is essential to manage your budget effectively and avoid overspending. Here are some tips to help […]

End-of-Year Financial Planning: Your 10-Step Checklist

By EWM / November 20, 2023

Read Time: 3 MIN As the year winds down, it’s the perfect time to review and adjust your financial plan. Whether it’s optimizing your investments […]

Financial Resolutions

By Albert Herzog IV, CFP®, CRPC® / January 9, 2023

How do you efficiently withdraw a paycheck from your portfolio with various accounts and the tax treatment associated with them? While the question might seem simplistic on the surface, there are many moving parts to consider, such as current and future tax brackets, income sources, capital gains, and more. 

Year-End Financial Checklist

By Albert Herzog IV, CFP®, CRPC® / December 19, 2022

How do you efficiently withdraw a paycheck from your portfolio with various accounts and the tax treatment associated with them? While the question might seem simplistic on the surface, there are many moving parts to consider, such as current and future tax brackets, income sources, capital gains, and more.