Switchpoint Financial Planning LLC

https://switchpointfinancial.com/huge-tax-savings-using-net-unrealized-appreciation-nua-rules/

If you own employer stock in your 401k and you're thinking of retiring soon, this is something to consider.

Huge Tax Savings Using Net Unrealized Appreciation (NUA) Rules Do you have company stock in your 401(k) plan? Net Unrealized Appreciation rules could save you thousands in taxes. NUA rules allow you to withdraw company stoc

https://switchpointfinancial.com/approaching-retirement-avoid-these-5-common-pitfalls/

Approaching Retirement? Avoid These 5 Common Pitfalls While retirement is often depicted as relaxing and carefree, the reality is that the financial uncertainty of leaving behind a steady salary can lead to high le

https://switchpointfinancial.com/march-madness-monkeys-mutual-fund-managers/

What do March Madness, Monkeys, and Mutual Fund Managers Have in Common? Two of my favorite things in the world are basketball and investing. While watching March Madness, I couldn’t help but think of some parallels to the world of