SURS Planning
How to Choose Between the SURS Traditional, Portable, and RSP Plans
Your SURS plan election is permanent. Here is a clear breakdown of how each plan works, who each is best suited for, and how to think through the decision before your six-month window closes.
August 2026 · 8 min read
Small Business Planning
How a Cash Balance Plan Could Cut Your Tax Bill by Six Figures
If you have maxed out your Solo 401(k) or SEP IRA and are still paying a significant tax bill, a cash balance plan paired with a 401(k) may be the strategy you have never heard of.
September 2026 · 8 min read
Medical Professional Planning
Your Disability Coverage May Not Cover What You Think It Does
The definition of disability in your policy may not mean what you think it means. Here is what physicians and dentists need to know about own-occupation vs. any-occupation coverage before they need it.
October 2026 · 7 min read
Tech Career Transitions
Before You Sign: What to Check in a Tech Severance Agreement
Your severance agreement may be the most valuable financial document you see all year. What to check, from pay and taxes to equity, health coverage, and your 401(k).
November 2026 · 7 min read