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Should I contribute to the Roth 401(k) or the Traditional 401(k)?
Retirement Planning

Should I contribute to the Roth 401(k) or the Traditional 401(k)?

Traditional vs. Roth 401(k): Balancing today’s tax relief against tomorrow’s tax‐free withdrawals.

Gabriel Kaplan
Gabriel Kaplan
Jul 23, 2025
Estate Planning: The Asset Transfer Hierarchy
Estate Planning

Estate Planning: The Asset Transfer Hierarchy

The method of distributing assets after death follows a hierarchy

Gabriel Kaplan
Gabriel Kaplan
Jul 9, 2025
Qualified Small Business Stock (QSBS)
Tax Planning

Qualified Small Business Stock (QSBS)

A concise introduction on how to leverage QSBS

Gabriel Kaplan
Gabriel Kaplan
Jul 2, 2025
Year-End Checklist: Top 20 Financial Moves Before December 31
Checklist

Year-End Checklist: Top 20 Financial Moves Before December 31

Key deadlines for many personal finance and tax planning strategies

Gabriel Kaplan
Gabriel Kaplan
Nov 27, 2024
Should you invest in low volatility equity ETFs?
Risk Management

Should you invest in low volatility equity ETFs?

There is a place for low volatility ETFs.

Gabriel Kaplan
Gabriel Kaplan
Nov 26, 2024
What should I do with my next saved dollar? Where should I be saving?
Cash Flow & Budgeting

What should I do with my next saved dollar? Where should I be saving?

Using a savings waterfall strategy helps you organize your money so you can focus on your top financial goals. It ensures you're using your resources wisely and building long-term financial stability.

Gabriel Kaplan
Gabriel Kaplan
Nov 19, 2024

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