Three women reviewing financial charts and data together, representing financial planning and empowerment for women.

Money influences every part of life, from daily decision-making to long-term dreams. For women, financial independence is not only about security but also about freedom and confidence. Building strong financial survival skills ensures that you can handle challenges, seize opportunities, and create a future on your terms. How Women Can

Illustration showing 403(b) and 457(b) folders side by side labeled double tax advantage.

When you save for retirement, you may think first of a 401(k). For those who work in public service, education, or nonprofit organizations, two other powerful tools often come into play: the 403(b) and the 457(b). You can use these two plans together. When you do, the savings potential grows

Pregnant woman with money bag and cash, symbolizing maternity leave planning and financial preparation.

Preparing for a new baby brings both joy and big financial questions. Maternity leave often becomes one of the largest financial planning moments a family faces. Unlike vacations or short breaks from work, maternity leave usually lasts several months and affects income, benefits, and household cash flow in ways that

Illustration of scissors cutting the word fees, symbolizing reducing 401(k) costs and saving more for retirement.

When you save for retirement, every dollar counts. Your 401(k) gives you a powerful way to build wealth, but hidden costs can quietly chip away at your balance. Even small fees add up over time. The good news is that you can take steps to reduce these costs and keep

Illustration of a 1031 exchange showing two houses being swapped between investors’ hands.

For real estate investors, taxes can take a significant bite out of profits when selling an investment property. Fortunately, there is a strategy that offers a way to defer capital gains and depreciation recapture taxes, thus, freeing up more capital to reinvest. This strategy is called a 1031 exchange. By

For entrepreneurs, investors, and early employees in small businesses, one of the most powerful tax incentives in the tax code is the Qualified Small Business Stock (QSBS) gain exclusion under Section 1202. This rule allows eligible taxpayers to exclude a significant portion (or even all) of the capital gains from

If you’re a solopreneur, freelancer, or independent contractor, chances are you have heard about S Corporations (S Corps) and the potential tax savings that come with this tax status. You have also probably asked yourself “Should I become an S Corp? How do I become an S Corp? When’s the

When most people hear the term financial advisor, they picture someone glued to a stock ticker, buying and selling shares all day. The truth is very different. A good financial advisor does much more than pick investments. In fact, the real value often comes from areas you might not expect.

If you are a business owner generating more than $2 million in revenue, you have probably felt the frustration of writing large checks to cover risks that traditional insurance does not address. I see this often with successful business owners we work with. Your business may be exposed to risks

When you hear the word “Augusta”, you might think of Georgia, southern hospital, or (most likely) The Masters golf tournament. However, there should be 1 more thing you associate with this word – and that is “tax-free rental income”. Yes, you read that correctly. There is a rule in the