Tax Reporting for Stock Compensation
Stock compensation comes with a unique set of tax implications that can feel overwhelming. Especially at tax time when you are trying to gather all the reporting forms needed. With the right guidance though, it can…
By Matthew Nelson
March 20, 2025
What Should Investors Expect from the Market in 2025?
With market volatility, tariffs, and policy changes shaping the 2025 economic landscape, how should investors react? Emotional investing can lead to poor decisions, which is why it’s so important to separate how you’re feeling about the news and what’s actually happening. In this episode, Matt Nelson, CFP®, AIF®, ECA is joined by Matt Finley, CFP® to provide an outlook on the market heading into spring and evaluate what it could mean for your portfolio.
By Emily Peterson
March 13, 2025
Spring 2025 Market Insights
Spring 2025 Market Insights Summary Economic Outlook Portfolio Position Key Economic Factors for 2025 Solid Footing Ahead Going into Spring market earnings continue to impress with growth estimates at 14% in 2025 and 13% in 2026.…
By Matthew Finley
March 6, 2025
Social Security in 2025: Separating Fact From Fear
There’s been a lot of buzz around the future of Social Security so far in 2025. For good reason as it’s an important part of millions of Americans’ financial security. The internet and media attention have…
By Matthew Finley
February 27, 2025
Retirement Planning for MedTech: Turn Stock Compensation into Opportunity
As a MedTech professional, your career likely involves financial complexities—from navigating stock compensation to managing taxes and planning for retirement. These challenges require more than generic advice; they demand a tailored, strategic approach. At Perspective 6…
By Matthew Nelson
February 20, 2025
2025 Tax Preparation Checklist
April is right around the corner! Which means everyone’s favorite chore is as well… gathering everything needed to help file your taxes! Life changes year to year as you accumulate wealth and grow your net worth.…
By Matthew Nelson
February 13, 2025
Tax Filing 101 for Stock Compensation Holders
Listen to Tax Filing 101 for Stock Compensation Holders! Apple Podcasts → https://bit.ly/3GGW1Da Spotify → https://bit.ly/3TofDDW Taxes can be overwhelming, especially when managing stock compensation and navigating complex filing requirements. Are you maximizing your tax strategy,…
By Emily Peterson
February 6, 2025
Financial Planning Q&A
Listen to Financial Planning Q&A! Apple Podcasts → https://bit.ly/3GGW1Da Spotify → https://bit.ly/3TofDDW Are you confident in your strategy for retirement planning, tax efficiency, and leveraging workplace benefits like 401(k)s, ESPPs, and HSAs? In this episode, Matt…
By Emily Peterson
January 23, 2025
2025 Market Outlook: Insights on Navigating Volatility
The year’s final “Santa Rally” hasn’t aligned with past patterns, but this isn’t surprising. Markets don’t adhere to calendars or historical events. While trends and historical data hold value in analysis, the movement of stocks operates…
By Matthew Finley
January 9, 2025
Key Retirement Plan Contribution Limits for 2025
Here we are again, it’s close to year end and that means we have some new retirement plan contribution limits to pay attention to heading into 2025. Let’s take a look at what is changing! 401(k)/403(b)/457…
By Jacob LaRue
January 2, 2025
