Articles
An Intentional Legacy
An Intentional Legacy: How to Position Your Assets for a More Thoughtful Wealth Transfer For many high-net-worth families, legacy planning isn’t just about who gets what. It’s about how your […]
Strategic Tax Planning with Resolute Wealth Advisor
Four Perspectives for a Smart, More Intentional Approach to Taxes Most people think about taxes only when they have to — during the rush to meet filing deadlines. But meaningful […]
Unlocking the Power of Spousal IRA Contributions
For many families, retirement planning isn’t just about maximizing one person’s savings— it’s about building a coordinated strategy that allows both spouses to grow and protect wealth together. One often‑overlooked […]
How Tax Overlay Strategies Work
When people think about investment performance, the focus is usually on market returns.But one factor that often gets overlooked — and can quietly reduce your wealth — is taxes. Every […]
Why Summer Can Be a Strategic Time for Tax Planning
Many people only think about taxes when the calendar forces them to — in March and early April, when the filing deadline looms. By then, the focus is almost entirely […]
The 529 Playbook: From College Savings Tax Breaks to Legacy Planning
When it comes to saving for education, a 529 plan offers flexibility, potential tax benefits, and features designed for long-term planning. While often associated with college savings, 529 plans may also […]
Helping Clients Maximize Education Tax Savings: 529 Plans and the AOTC
How to Coordinate Your 529 Plan with the American Opportunity Tax Credit Introduction If you’re saving for college with a 529 plan, you’re well ahead of the game—but there’s still an […]
Beyond Tuition: The 529 Plan as a Family Stewardship Tool
For many families, a 529 plan is seen as a straightforward savings tool for college. Simple. Purpose-built. Limited in scope. But for those looking to approach legacy planning with greater […]
Tuition, Taxes, and Timing: How to Make the Most of Your 529 Plan Right Now
As college students prepare for move-in day and parents brace for tuition payments, the 529 plan emerges once again as a financial powerhouse—not just for saving, but for proactive tax […]
Unlocking the Benefits of Roth Conversions: Insights from Resolute Wealth Advisor
Roth IRAs can be powerful tools for long-term wealth planning. While direct contributions may be limited based on income, strategic Roth conversions allow you to shift funds from traditional IRAs […]
Strategic Roth Conversions: Asset Location & Roth Conversions
👉 Watch Now: “Strategic Roth Conversions – Asset Location & Roth Conversions” In our latest video, Brayden Thomas explains: Learn the differences between taxable, tax-deferred, and tax-free accounts Discover which […]
Strategic Roth Conversions: Passing On Wealth, Not Taxes
👉 Watch Now: “Passing On Wealth, Not Taxes: The Legacy Advantage of Roth Conversions” ⏱️ What You’ll Learn: The key differences between Traditional IRAs and Roth IRAs in estate planning […]