- All
- 529 Plans
- Charity
- College Funding
- Donor Advised Fund (DAF)
- Economics
- Equity Compensation
- ESG & SRI Investing
- Estate Planning
- Feel Good
- Financial Planning
- I-Bonds
- Inflation
- Investing
- IRA
- Retirement
- Roth IRA
- Student Loans
- Taxes
- Traditional IRA
- Uncategorized
The new FASFA makes need-based aid more accessible, even for higher-income parents.
https://youtu.be/KxLfMRjg8MY Video Transcript Mark Struthers (00:00.738) Hi everyone, this is Mark Struthers from Sona Wealth. And as many of you know, if you’re a Sona ...
I
https://youtu.be/8StCVr_yAv4 Show Transcript: Mark Struthers (00:00.738) Hi everyone, this is Mark Struthers from Sona Wealth. And as many of you know, if you’re a Sona ...
Mark & Ann Volunteer at a Concession Stand — (and of course, Mark has to do a blog post about it!) — Why It’s a Good Job For a Teen
What can a teen learn from working at a concession stand? My wife and I volunteered to work at our boy’s high school concession stand ...
4 Reasons Your Child Should Make a 2022 Roth IRA Contribution Before April 15 (April 18 for 2023)!
Putting off immediate gratification for a delayed reward is a great lesson for any child. My now 15 and 18-year-old kids have had savings accounts ...
ISOs: What You Need To Know (Taxes Too!)
Incentive Stock Options (ISOs) Non-Qualified Stock Options (NSOs) & Incentive Stock Options (ISOs) are options to purchase shares of company stock at a certain price ...
ISOs & Getting Laid Off: What To Know
Being laid off is never easy, and it can be confusing to understand what happens to your Incentive Stock Options (ISOs) in such a situation. ...