Tag: tax planning

New Rules Ahead: How to Maximize Your Charitable Impact Before the OBBBA Takes Effect

Written by Hazel Secco, CFP®, CDFA® Key Points: Last month, President Trump signed the One Big Beautiful Bill…

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Should You File Jointly or Separately? A Guide to Optimizing Your Tax Situation in Marriage

Written by Hazel Secco, CFP®, CDFA® Key Points: How you file your taxes as a married couple is…

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Should I Sell My RSUs When They Vest? When to Sell and When to Hold

Written by Hazel Secco, CFP®, CDFA® Key Points: Short answer: for most people, the right move is to…

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