Goodman Financial

Is your tax strategy quietly working against you?

Morgann Zimmer, CFP®, Director of Financial Advisory Services, breaks down nine common tax pitfalls that slowly erode wealth for high-income individuals - from underutilized tax-advantaged accounts and overlooked employer benefits to inefficient charitable giving and poor equity compensation. planning.

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The Tax Pitfalls That Slowly Erode Wealth for High-Income Individuals - Goodman Financial High-income earners often have complex financial lives. Multiple investment accounts, business interests, stock compensation, real estate holdings, and

Conversations about money can be difficult, especially between aging parents and their adult children. But avoiding them can create confusion, stress, and rushed decisions when important financial matters arise.

Diana Castro, CPA, CFP®, Senior Financial Advisor, discusses how families can navigate financial conversations, determine when to involve adult children, and improve clarity around financial responsibilities, key documents, and long-term plans. Read More:

Planning Together: Financial Clarity for Aging Parents and Their Adult Children - Goodman Financial Money remains one of the last taboo subjects in many families. Some avoid it out of discomfort. Others fear appearing uninformed, inviting judgment, or

An inheritance can be a meaningful financial opportunity, but it also brings complexity, emotion, and important decisions that require careful planning.

Morgann Zimmer, CFP®, Senior Financial Advisor, shares what to consider before wealth changes hands: understanding tax treatment of inherited assets, navigating inherited IRA rules, avoiding common mistakes, and integrating an inheritance into your broader financial plan. Read more:

Preparing for an Inheritance: Financial Planning Considerations Before Wealth Changes Hands  - Goodman Financial An inheritance can be a meaningful financial opportunity, but it also brings complexity, emotion, and responsibility. Whether you expect to inherit modest