By Marc C. Shaffer I recently spent two consecutive Mondays doing something I never imagined would feel intimidating. I blocked four and a half hours each day to sit in a studio and read my own book out loud for the audiobook version. Even though I spent the last year...
By Marc C. Shaffer Every move tells a story…of change, memories, and new beginnings. When that move involves a parent or loved one, it can also bring stress and emotion. Recently, I had the chance to connect with Wendy Calvert about a service that many families don’t...
By Brenda Carrico In recent years, you've probably seen ads warning about "home title theft,” a crime that supposedly allows scammers to steal your house right out from under you. These ads often promote paid monitoring services that claim to protect your property....
By Marc C. Shaffer We recently worked with clients who owned a beautiful vacation property they rarely used… It was meant to be a relaxing getaway, but over time, life got busier, the kids grew up, and the place sat empty most of the year. Even when it went unused,...
By Marc C. Shaffer Did you know that $1 trillion in retirement savings is estimated to be unclaimed due to job changes, company closures, or outdated contact information according to research from Capitalize? I’m always surprised when a new client meets with us a few...
By John Fales Achieving financial success can feel like the finish line of a long race, whether it comes through career achievement, business growth, inheritance, or wise investing. But in reality, wealth isn’t just about building up assets; it’s also about sustaining...
By Marc C. Shaffer Each year I set new goals and commit to something that will stretch me personally and professionally. Some of those commitments only last a season, while others become part of my long-term growth journey. Over the years, I’ve been fortunate to...
If you own employer-issued stock in a 401(k) plan, you may benefit from favorable tax treatment under the NUA rules. But, to qualify for an NUA distribution, you must satisfy several very important rules, some of which are often misunderstood. To help make this...
By Ryan Brooke For investors who have built substantial wealth, managing a large portfolio can feel like balancing on a tightrope. On one side is the need to stay properly diversified and aligned with your goals. On the other side are the very real tax consequences...
By Marc C. Shaffer In 2024, I had given a few presentations about networking and paying it forward when one of my mentors asked me what I thought was a joke: “Why haven’t you written a book yet?” I laughed. I could barely finish a 1,000-word blog post for my company...
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