Matthew Gordon, CFP®, RLP®

I am going to be taking a break from work for the whole month of April 2025. At Wealthstream Advisors, we created a sabbatical program similar to one that is offered to partners at one of the big four accounting firms. We have seen how their sabbatical program is not only good for morale but also good for business. The partners return more refreshed, more centered, and more productive. Their experience makes them more well-rounded and more attuned to the world.

 As financial planners, we get to assist people on a quest. Simply put, our job is twofold. 

As 2021 draws to a close, it’s a good time to make sure that your tax planning is set. To help minimize your tax payments over time, there are several items that should be completed before December 31st. In this article, we’ll cover the 10 critical areas you should focus on for your year-end tax checklist.

As you plan for retirement, it’s important to take time to consider the lifestyle you want and the financial resources you’ll need to support it. This Insight will cover the following 5 strategies for transitioning into this significant life stage, and ensuring it provides you and your loved ones the relaxation and fulfillment you deserve.

Everyone has different reasons for donating to charity. Beyond the benefits to the community and the increased happiness of the donor, charitable donations are also an effective way to reduce your tax burden. Often, people tend to get so wrapped up in the why behind charitable giving that they forget about the how.