by James Osborn, CPWA®, EA & Karen Ogden, CFP® | May 26, 2026 | Financial Planning, High Net Worth, Insight, Investments, IRA/Roth IRA, Lifetime Gift and Estate Tax Exemption, Retirement Accounts, SEP IRA, Taxes
Taxes: Planning is a Year-round Endeavor We’ve spoken about taxes many times in the past, and taxes are not an April-only event. Not only can legislation drive immediate changes, but within legislation updates, changes can trickle out over time. Case in point: The...
by James Osborn, CPWA®, EA & Karen Ogden, CFP® | May 12, 2026 | Financial Planning, High Net Worth, Insight, Investments, IRA/Roth IRA, Retirement Accounts, SEP IRA, Taxes
Building A Values-Driven Business – Is Your Wealth Strategy Keeping Up? Building a business is difficult. Staying true to your product and values takes dedication and thoughtfulness. Those that take the values-based approach may even seek B Corp certification, a 1%...
by James Osborn, CPWA®, EA & Karen Ogden, CFP® | Oct 26, 2025 | 401(k), 403(b), Insight, IRA/Roth IRA, Retirement Accounts, SEP IRA
Think Your Will Decides Everything? Your Beneficiaries Designations Might Say Otherwise Cold and often dreary November provides the perfect excuse to spend a few hours thinking about something that can often be neglected – your wishes post death. Though death and...
by James Osborn, CPWA®, EA & Karen Ogden, CFP® | Apr 23, 2024 | 401(k), High Net Worth, Insight, Retirement Accounts, SEP IRA, Taxes
SEP IRA vs. Solo 401(k): Retirement Savings for the Self-Employed Search for: Being self-employed is never easy. Thinking about your retirement and associated retirement accounts is often an afterthought. But contributing to a retirement account is still critical. Two...
