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"I Make Too Much for a Roth" Is Only Half True
I hear a version of this almost every week.
11 hrs ago
•
Fran Walsh
6
June 2026
Why your "overfunded" 529 isn't a mistake anymore
A 2024 rule change fixed one of the biggest regrets in college savings.
Jun 30
•
Ryan Greiser, CFP®
12
3
Everyone Thinks They Can Handle a Crash. Most Can't.
A friend called me in March 2020 - three weeks into the COVID crash - and said something I hear in some version almost every year: “I thought I was fine…
Jun 23
•
Fran Walsh
16
3
2
Compounding doesn't fail—people interrupt it
Why the most valuable financial move isn't another investment idea.
Jun 16
•
Ryan Greiser, CFP®
14
1
The $83,000 Mistake Generous Parents Make Without Knowing It
How gifting appreciated stock may transfer your tax liability along with your generosity - and what to do instead.
Jun 9
•
Fran Walsh
16
2
7 Questions That Reveal If Your CPA Is a Planner or a Filer
Most high earners don't find out until the bill arrives, but a short conversation changes that.
Jun 2
•
Ryan Greiser, CFP®
9
1
May 2026
Why Wealthy Investors Borrow Against Their Portfolio - and When It Backfires
We get asked about these regularly.
May 26
•
Fran Walsh
14
4
The Inherited IRA Lever Most High Earners Never Pull
The math behind one of the most underused levers in inherited IRA planning.
May 19
•
Ryan Greiser, CFP®
15
2
The One Number That Determines When Work Becomes Optional
It's not your salary. It's not your returns. It's the gap between what you earn and what you keep.
May 12
•
Fran Walsh
12
3
The 10-Year Rule That Quietly Hands A Third Of Your Inheritance To The IRS
Six decisions separate keeping most of it from losing a third.
May 5
•
Ryan Greiser, CFP®
193
13
32
April 2026
Two Siblings. Same Inheritance. A $277,000 Difference in Taxes.
The SECURE Act changed the rules on inherited IRAs. Most beneficiaries still don't know it.
Apr 28
•
Fran Walsh
12
4
2
Estate Planning Isn't About Your Death
It's about protecting the people you love during the worst weeks of their lives.
Apr 21
•
Ryan Greiser, CFP®
134
5
18
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