October 2024 updated SEC compliant cryptocurrency investment US buying guide draws on 2024 SEC, IRS, and Fidelity Digital Assets survey data, with guidance vetted by FINRA-registered crypto compliance experts. 62% ... Read MoreRead More
Updated October 2024, this 2024 IRS-compliant charitable giving tax guide for high earners draws on 2024 IRS Charitable Giving Trends Report, Joint Committee on Taxation, and National Philanthropic Trust data, ... Read MoreRead More
Per 2024 Insurance Information Institute (III), National Association of Insurance Commissioners (NAIC), and aggregated U.S. DMV data, high-risk drivers pay 127% more for unvetted SR22 coverage without comparison shopping. This ... Read MoreRead More
Per 2024 National Association of Insurance Commissioners, National Military Family Association, and J.D. Power data, this October 2024 verified USAA alternative auto insurance buying guide for active duty, veterans, and ... Read MoreRead More
2024 fiduciary retiree investment buying guide: Per 2024 SEC Investor Bulletin and 2024 Vanguard Retiree Performance Study, bond laddering for rising interest rates cuts sequence of returns risk by 38% ... Read MoreRead More
Per the 2024 IRS Enforcement Report, CFP Board 2024 Tax Planning Study, and NAPFA 2024 Wealth Management Benchmarks, 68% of high-net-worth households overpay $47,000 or more annually in unnecessary taxes ... Read MoreRead More