Graphic of text reading Key Retirement Plan Contribution Limits 2024. With a list of general retirement plans: 401k/403b/457, Traditional IRA, Roth IRA, Simple IRA, Sep IRA, and HSA.

    Key Retirement Plan Contribution Limits for 2024

    With the 2024 quickly approaching, the IRS has provided updates to retirement plan contribution limits. If you or your spouse are still working, then you may want to update your contribution amounts to ensure you are…

    By Jacob LaRue
    January 4, 2024

    2 Min Read
    Image of Partner and Financial Advisor Mattew Finley with Winter 2023 Market Insights From the desk of Matthew Finley, CFP® text to highlight the blog post.

    Reflecting on 2023: Market Insights and 2024 Outlook

    As 2023 comes to a close, I’d like to offer up some good news! Currently, the S&P 500 is up 23% while the Dow Jones is up 12% on the year. The market outlook ahead in…

    By Matthew Finley
    December 21, 2023

    3 Min Read
    Photograph of two women behind a store counter on their tablet. Photo is to illustrate small business owners following the new federal requirement for beneficial ownership information reporting.

    New Federal Requirement for Beneficial Ownership Information

    There is a new federal reporting requirement for beneficial ownership information starting January 1, 2024. Fines will come for various companies located in the United States if they do not start reporting the required information about…

    By Jacob LaRue
    December 18, 2023

    2 Min Read
    The MedTech Wealth Advisor Podcast Graphic with Matthew Nelson for Episode 5: Planning for Financial Freedom

    Planning for Financial Freedom

    Welcome to the MedTech Wealth Advisor Podcast, where financial planning meets the unique challenges of the MedTech industry. In this episode, host Matt Nelson delves into the nuanced landscape of financial planning, shedding light on the…

    By Matthew Nelson
    December 7, 2023

    2 Min Read
    Photograph of someone holding a phone with a tablet and computer up all monitoring the stock market to illustrate the need for sound advice in regards to non-qualified stock options taxation.

    Decoding Non-Qualified Stock Options Taxation

    Imagine your part of a medical device startup and your skills earn you a stash of non-qualified stock options or NSOs as part of your compensation package. Flash forward, the company’s stock takes off, and you’re…

    By Jacob LaRue
    November 30, 2023

    2 Min Read
    Photograph of a pile of gold coins with a small green leafy plant growing out of it to illustrate the growth Incentive Stock Options can allow for.

    What are Incentive Stock Options?

    Incentive Stock Options (ISOs) are a type of stock option granted to employees by their employers, usually as part of their benefits package. ISOs provide employees with the right to purchase company shares at a specified…

    By Jacob LaRue
    October 5, 2023

    2 Min Read
    Image of Partner and Financial Advisor Mattew Finley with Fall 2023 Market Insights From the desk of Matthew Finley, CFP® text to highlight the blog post.

    Fall 2023 Market Insights

    Partner & Financial Advisor, Matthew Finley, weighs in on the current state of the Fall 2023 market and provides insight on what consumers can expect next. Matthew utilized J.P. Morgan’s Guide to the Markets for the…

    By Matthew Finley
    September 21, 2023

    3 Min Read
    Photograph of three stacks of coins next to a piggy bank to illustrate the ways to save money by utilizing a Roth conversion.

    Why Should I Consider a Roth Conversion?

    A Roth conversion is a financial strategy that involves moving funds from a Traditional IRA or a qualified retirement plan, such as a 401(k), to a Roth IRA. This conversion has several potential benefits, making it…

    By Jacob LaRue
    September 14, 2023

    3 Min Read
    Black and white photograph of a hand holding up a black graduation cap to illustrate how important 529 plans can be.

    What Are 529 Plans?

    A 529 plan is a specialized savings account designed to help individuals and families save for higher education expenses. Named after Section 529 of the Internal Revenue Code, these plans offer tax advantages and flexibility for…

    By Jacob LaRue
    September 7, 2023

    2 Min Read
    Graphic of a person juggling small icons. Icons include piggy bank, credit card, shield, coin, and stock ticker to illustrate the investment decisions of restricted stock units like tax.

    What Are the Investment Decisions to Consider with RSUs?

    Restricted Stock Units or RSUs are an amazing employee benefit. However, there are investment decisions to consider when looking at RSUs. For instance, the tax implications of restricted stock units or liquidity. Be Sure to Read:…

    By Jacob LaRue
    August 9, 2023

    2 Min Read