By Colleen Weber, CFP®, CPA Finding a meaningful gift for a child who already has enough toys and gadgets can be a challenge for parents and grandparents at any time of year. If you’d rather put some of that generosity toward their future, financial gifts for kids and grandkids can...

By Colleen Weber, CFP®, CPA If one of your goals is passing assets to the next generation, it’s smart to consider how taxes could affect the legacy you leave behind. Many people are surprised to learn that the way assets are transferred can have a significant impact on how much...

By Colleen Weber, CFP®, CPA Do the headlines have you wondering whether your portfolio is still on track? You’re not alone. From the surge in AI-related stocks to geopolitical uncertainty and lingering inflation concerns, the first half of 2026 has given investors plenty to process. We’ve prepared this mid-year market...

By Colleen Weber, CFP®, CPA For many professionals, a 401(k) serves as the primary engine for retirement savings. I know that after years of diligent contributions, it can feel like you’ve done enough just by participating. However, contributing to a plan is only the first step to long-term financial success....

By Colleen Weber, CFP®, CPA Building wealth takes years of discipline, but losing it can happen in a fraction of the time through silent, often invisible financial drains. While market downturns get all the headlines, the most significant erosion of wealth often comes from poor tax planning, inefficient asset management,...

By Colleen Weber, CFP®, CPA Your company had a strong year, and now your RSUs are about to vest—an exciting moment! But for many people, that excitement is quickly followed by uncertainty:  “What should I do with my RSUs… and what if I get it wrong?” There is a subtle...

By Colleen Weber, CFP®, CPA  Tax planning doesn’t usually figure into most people’s retirement daydreams. They’re thinking about freedom: travel, slower mornings, more time with family. Taxes tend to show up once a year, usually when you’re gathering documents and trying to get everything filed on time… then we all...

By Colleen Weber, CFP®, CPA At Colleen Weber CPA, CFP®, everything we do comes back to one core purpose: helping our clients make confident decisions and build a life they’re proud of. One of the ways we stay true to that commitment is by continually strengthening our knowledge and sharpening...

By Colleen Weber, CFP®, CPA If you’ve been researching who to trust with your money, you’ve probably seen the term “fee-only” pop up. It may sound a little technical, but it simply means working with a registered investment advisor who’s paid by you, not by commissions. When you see “fee-only,”...

By Colleen Weber, CFP®, CPA ​​Living fully in the moment is important, but planning for a stable retirement is equally essential. Many people find it challenging to strike the right balance between enjoying life today and preparing for the future. In this article, I walk you through practical steps for...