by Stephanie Cupp | May 1, 2026 | Uncategorized
Starting your first job is an exciting milestone—new responsibilities, a steady paycheck, and often, your first opportunity to participate in a 401(k). While retirement may feel far away, the choices you make now can have a powerful impact on your financial future....
by Stephanie Cupp | Apr 2, 2026 | Uncategorized
For many people, filing their tax return feels like crossing the finish line. Once the paperwork is submitted and the refund (or payment) is handled, it’s tempting to put taxes out of mind for the rest of the year. But in reality, the period right after you file can...
by Stephanie Cupp | Mar 4, 2026 | Uncategorized
Selling an investment can feel like a win, especially if it’s grown significantly over time. But before you hit “sell,” it’s important to understand how capital gains taxes work and how they may impact your overall financial picture. A little planning ahead of time...
by Stephanie Cupp | Feb 9, 2026 | Uncategorized
When it comes to retirement savings, many people assume there’s only one mistake to avoid: not saving enough. While under-contributing is common, over-contributing can also create challenges, especially if it comes at the expense of other important financial goals....
by Stephanie Cupp | Jan 2, 2026 | Uncategorized
Life is full of milestones—some joyful, some challenging, all significant. And while most people focus on the emotional and logistical aspects of these transitions, there’s another layer that’s easy to overlook: tax implications. Major life events can affect...
by Stephanie Cupp | Dec 2, 2025 | Uncategorized
The holiday season is the most generous time of year. Between family traditions, community events, and the spirit of giving, December naturally inspires people to support the causes closest to their hearts. But thoughtful giving isn’t just about writing a check, it’s...
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