by Matt Sheers | Oct 22, 2024 | Tax Planning, Career Change, Career Planning, Self-employment
Making the leap from a W-2 job as an employee to self-employment is exciting, but it comes with a major challenge: figuring out how much income you need to replace not just your salary, but the total compensation package your employer provided. When you’re...
by Matt Sheers | Oct 4, 2024 | Aging Parents & Family Support, Education Planning, Estate Planning, Insurance and Risk Management
If you’re in your 30s or 40s, juggling young kids while caring for aging parents, you’re living the reality of the “sandwich generation.” It’s hard—really hard. Between the demands of your career, the never-ending needs of your children, and the growing...
by Matt Sheers | Sep 27, 2024 | Career Change, Career Planning, Work-Life Wellness
Feeling the pull to change career paths? You’re not alone. Many 30 and 40 year old professionals hit a point where they crave more meaning, flexibility, or even a complete change of scenery. But making a career pivot can feel daunting, especially when you have...
by Matt Sheers | Sep 20, 2024 | Retirement Savings, Tax Planning
Like most financial planning topics, you likely have come across various rules of thumb for retirement planning. Indeed some of the best practices can be no brainers like contributing to your 401(k) in order to take full advantage of any free money with an employer...
by Matt Sheers | Sep 14, 2024 | Insurance and Risk Management
When clients come to me, two things are almost always on their minds: investing and saving for retirement. And for good reason—these are cornerstones of building wealth. If you’re not actively saving or investing, your money isn’t growing or working for you. But...
