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XYPN Financial Experts

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How to Choose Beneficiaries with Taxes in Mind

How to Choose Beneficiaries with Taxes in Mind

15.0 MIN READ

Unlike most...

December 06, 2022/by XYPN Financial Experts
Good Financial Reads: Navigating Financial Challenges & Upheavals

Good Financial Reads: Navigating Financial Challenges & Upheavals

Lessons from Tech Industry Failures:...

December 01, 2022/by XYPN Financial Experts
Feel Financially Stuck? Here’s Why—and How to Move Forward

Feel Financially Stuck? Here’s Why—and How to Move Forward

9.5 MIN READ

As financial...

November 29, 2022/by XYPN Financial Experts
Good Financial Reads: Student Financial Aid: Everything You Want to Know From Applying to Forgiveness

Good Financial Reads: Student Financial Aid: Everything You Want to Know From Applying to Forgiveness

Managing Student Loans When You're Over...

November 25, 2022/by XYPN Financial Experts
What to Do When You Become a Trustee

What to Do When You Become a Trustee

6.0 MIN READ

...

November 22, 2022/by XYPN Financial Experts
Good Financial Reads: Financial Planning Advice for Beginners

Good Financial Reads: Financial Planning Advice for Beginners

How Big Should My Emergency Fund Be?

by...

November 18, 2022/by XYPN Financial Experts
Is the Housing Market Going to Crash?

Is the Housing Market Going to Crash?

8.0 MIN READ

The last 28...

November 15, 2022/by XYPN Financial Experts
Good Financial Reads: Built Good Credit (and How to Check your Credit Score)

Good Financial Reads: Built Good Credit (and How to Check your Credit Score)

What are the Best Credit Cards of 2022?

November 11, 2022/by XYPN Financial Experts
Capital Gains vs. Ordinary Income – The Differences + 3 Tax Planning Strategies

Capital Gains vs. Ordinary Income – The Differences + 3 Tax Planning Strategies

17.0 MIN READ

Capital...

November 08, 2022/by XYPN Financial Experts
Good Financial Reads: Advice for Roth IRA Conversions

Good Financial Reads: Advice for Roth IRA Conversions

Backdoor Roth IRA: What is it and Why...

November 04, 2022/by XYPN Financial Experts
Don’t Be a Peanut Butter Philanthropist

Don’t Be a Peanut Butter Philanthropist

8.0 MIN READ

When it...

November 01, 2022/by XYPN Financial Experts
Good Financial Reads: Bear Market Silver Linings
How Can I Sell My Business or Real Estate and NOT Get Killed in Taxes?

How Can I Sell My Business or Real Estate and NOT Get Killed in Taxes?

8.0 MIN READ

Many...

October 25, 2022/by XYPN Financial Experts
Good Financial Reads: Financial Compatibility

Good Financial Reads: Financial Compatibility

Financial Planning for SINKs and DINKs

...

October 21, 2022/by XYPN Financial Experts
4 Steps To Determine The Right Home Budget For You

4 Steps To Determine The Right Home Budget For You

8.5 MIN READ

Buying a...

October 18, 2022/by XYPN Financial Experts
Good Financial Reads: Retirement Risks (and Rewards)

Good Financial Reads: Retirement Risks (and Rewards)

Are You Saving Enough for Retirement?

...

October 14, 2022/by XYPN Financial Experts
What is Asset Location and How Can It Reduce Taxes?

What is Asset Location and How Can It Reduce Taxes?

11.5 MIN READ

While ...

October 11, 2022/by XYPN Financial Experts
Good Financial Reads: Your Guide to Investing to Beat the Market

Good Financial Reads: Your Guide to Investing to Beat the Market

No Index Investing Isn't Bad for the...

October 07, 2022/by XYPN Financial Experts
3 Critical Points Doctors Should Consider Before Changing Jobs

3 Critical Points Doctors Should Consider Before Changing Jobs

3.5 MIN READ

While...

October 04, 2022/by XYPN Financial Experts
Good Financial Reads: Inflation and Your Investments

Good Financial Reads: Inflation and Your Investments

Inflation, Supply Side Economics, and...

September 30, 2022/by XYPN Financial Experts
ABLE Accounts Explained! (Should You Open One?)

ABLE Accounts Explained! (Should You Open One?)

7.0 MIN READ

Achieving a...

September 27, 2022/by XYPN Financial Experts

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