Investment Management
Stephen Hassell, CFP®
What to Do with Your Investments During an ...

It’s an election year. What does that mean for your investments? Find out what history tells us about market and portfolio performance and what you should do.

What to Do with Your Investments During an Election Year
Retirement Planning
Stephen Hassell, CFP®
Top 3 Personal Finance Challenges Business ...

Running a business can present you with unique challenges. Here are three top personal finance facing business owners when planning their future.

Top 3 Personal Finance Challenges Business Owners Face

Tax Planning

The Mega Backdoor Roth: A Powerful Strategy for High Earners

The Mega Backdoor Roth: A Powerful Strategy for High Earners

The mega backdoor Roth lets high earners move thousands of dollars annually into tax-free Roth accounts. Here is how it works, who qualifies, and what it can mean for your retirement.

Trump Accounts: A New Way to Build Long-Term Wealth for Your Children

Trump Accounts: A New Way to Build Long-Term Wealth for Your Children

A new tax-advantaged account for children launches July 2026. Here is what Trump Accounts are, how they compare to 529s and UTMAs, and what makes them worth a closer look.

Should You Take the Pension Income or a Lump Sum Rollover?

Should You Take the Pension Income or a Lump Sum Rollover?

Wondering if you should take pension income or a lump sum rollover? Explore the pros, cons, and other factors to consider, including taxes, legacy wishes, and inflation.

Why Consider Roth Conversions in Retirement?

Why Consider Roth Conversions in Retirement?

Why consider a Roth conversion? Learn how this retirement strategy can help you manage your tax bracket, provide tax-free income, and support your long-term financial goals.

[Video] Charitable Gift Stacking

[Video] Charitable Gift Stacking

Looking to optimize your charitable giving for tax benefits? Discover how gift stacking through a donor-advised fund can save you thousands in taxes while supporting your favorite causes.