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Helping you to reframe your financial decisions with foundational know-how.

The Role of Technology in Modern Financial Planning
Financial Planning
Gabriel Katzner

The Role of Technology in Modern Financial Planning

Technology has permeated every aspect of our lives, largely enhancing the efficiency and accessibility of financial planning. Online tools make it easier for everyone to search for unfamiliar terms and

Can I transfer money from an IRA to an HSA?
Financial Planning
Gabriel Katzner

Can I transfer money from an IRA to an HSA?

Health savings accounts (HSAs) allow investors with a high-deductible health plan to use pretax dollars to pay for qualified medical expenses. But what if you anticipate a significant medical expense

Do I Need a Financial Advisor or an Accountant?
Financial Planning
Gabriel Katzner

Do I Need a Financial Advisor or an Accountant?

If you need help with estate planning, tax strategy, retirement planning, or investment management, a financial planner can help you develop a long-term, comprehensive financial plan to help you meet

What is a Fiduciary Financial Advisor?
Financial Planning
Gabriel Katzner

What is a Fiduciary Financial Advisor?

Google holds websites that discuss topics relating to “Your Money or Your Life (YMYL)” to higher standards than those that do not. YMYL websites cover finance, health, legal, and safety