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The Opportunity in Change: How Changing Goals Change Financial Plans

By Erin Wood

During the pandemic, my family moved into a new house. We weren’t planning on moving, but that didn’t stop us from participating in the pandemic housing boom. But we did so at a time where the kids weren’t yet out of school, so for about three weeks, we owned two homes. Instead of having to …

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Expand Your Charitable Reach

By Sarah Duey

As a kid, Zachary Conway’s financial advisor father tried to instill good savings and charitable habits. Conway, founder and CEO of Seeds Investor, recently told the Framework podcast team about how that worked. When he got his monthly allowance, he divided it up among several containers: o …

Yes, You Can Make a Solid Long-Term Care Plan. Here’s How and Why It’s Important

By Matt Lewis

In today’s world it’s fair to say that most reasonable people believe that they are going to live a long life, and, when you live a long life, it’s also fair to say that sooner or later at some point, we’re going to need some form of care.

Most Changes to Personal Taxes, Retirement Plans Dropped from Build Back Better Act

By Jamie Hopkins

By Jamie Hopkins In September, I covered the proposed tax plan released by Democrats on the House Ways and Means Committee, which would help pay for the $3.5 trillion Build Back Better Act through changes to corporate, personal and other taxes, as well as retirement plans.

Breaking Down the Basics of ISOs

By Ryan Yamada

Companies have several tools they can deploy in order to retain top talent, and one that is gaining traction is incentive stock options, or ISOs. Much like non-qualified stock options (NSOs), ISOs are a form of equity compensation in private or public companies.

As Gaming Industry Levels Up, So Does Its Value to Investors

By Jake Bleicher

Many investors are embracing the $160 billion gaming market. The industry is larger than the $43 billion box office, $60 billion video streaming and $19 billion music businesses combined.

Proposed Bill Includes Tax Increases for High Earners, Retirement Account Changes

By Jamie Hopkins

Last week, Democrats on the House Ways and Means Committee released a draft of their proposed tax plan, which includes changes to corporate, personal and other taxes, as well as retirement plans – though Social Security would be untouched.

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Blog

The Opportunity in Change: How Changing Goals Change Financial Plans

Expand Your Charitable Reach

Yes, You Can Make a Solid Long-Term Care Plan. Here’s How and Why It’s Important

Most Changes to Personal Taxes, Retirement Plans Dropped from Build Back Better Act

Breaking Down the Basics of ISOs

As Gaming Industry Levels Up, So Does Its Value to Investors

Proposed Bill Includes Tax Increases for High Earners, Retirement Account Changes

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