Pioneer Insights
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Understanding the Tax Impact of RSUs for Whole Foods Employees
If you’re a Whole Foods employee, you might have received or will receive Restricted…
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Pioneer Wealth Management Group Celebrates 20 Years of Service and Announces Four New Partners in Strategic Expansion
Founder Milad Taghehchian, CPA, CFP® Shares Ownership with Chris Cyndecki, CFA, CFP®, Ian Tennant,…
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The SECURE Act and Its Evolutions: A Guide to Retirement Savings Legislation
The SECURE Act, SECURE 2.0, and the proposed SECURE 3.0 are significant pieces of…
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Twenty Years for Pioneer Wealth: A Conversation with Its Founder
In 2004, several noteworthy events occurred. Facebook was launched. The New England Patriots won…
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Cash Isn’t King Forever: What Falling Interest Rates Mean for Your Cash
Over the last two years, cash has made a comeback. Yields on high-yield savings…
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Important Inflation Reduction Act Credits to Take Advantage of Before a Potential 2025 Repeal
EV and Home Energy Credits to Claim before Potential Repeal in 2025 The Inflation…
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Tips for Women Who Are Living in the Sandwich Generation
At a time when your career is reaching a peak and you are looking…
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Using a Self-Directed IRA to Buy Real Estate vs. Purchasing Real Estate Outside an IRA: A Comparison of Tax Benefits
Investing in real estate can be a powerful wealth-building strategy, but the decision on…
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Buying a Property Without a Realtor and Owner Financing: Key Steps, Documentation, and Considerations
Purchasing a property without a realtor can save you money on commissions and give…
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Structuring the Purchase of a Vehicle for a Small Business: A Comprehensive Guide
As a small business owner, purchasing a vehicle for business use can be a…
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Understanding High-Deductible Health Plans (HDHPs) and Health Savings Accounts (HSAs): A Guide for Self-Employed, Partnerships, and S-Corps
Health insurance can be a complex topic, especially for self-employed individuals or those running…
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All American Social Security Numbers Possibly Leaked: What You Need to Know and How to Protect Your Credit
In a shocking cybersecurity breach, a hacker collective recently released a database containing the…
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Back to School Commute: EV Market Updates
As your commute time increases or you find yourself returning to the gas pump…
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Important 2018 Tax Cuts and Jobs Acts Provisions Set to Expire in 2025
The 2018 Tax Cuts and Jobs Act (TCJA) introduced several provisions, many of which…
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The sky is always falling, but never does
At a wealth management firm, we spend a lot of our time preparing for…
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Financial Tips for Traveling Overseas
Traveling overseas can be an exhilarating experience, filled with new cultures, cuisines, and adventures.…
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Tips for Ensuring Great Financial Chemistry in Your Relationship
Financial compatibility is a cornerstone of a healthy relationship. Money, often cited as one…
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The Economic Impact of an Aging World
During the week of June 10, 2024, French markets were rocked by a government…
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Interest Rates on Federal Student Loans Jump to Decade Highs for 2024-2025 Year
Every May, interest rates on federal student loans are reset for the upcoming school…
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Understanding the 83(b) Election: A Guide for Startup and Tech Employees
In the dynamic world of startups and tech companies, equity compensation is a common…
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Reflections from My First NAPFA Conference
Having recently transitioned from the investment management industry to my new role as an…
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Using Whole Foods’ Mega Backdoor Roth to Save More for Retirement
Whole Foods’ Mega Backdoor Roth allows employees to contribute additional after-tax dollars to a…
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Choosing Investments for your Whole Foods 401(k) Portfolio
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Tax Management for Whole Foods Equity Compensation
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Win-Win Charitable Giving Strategies for Whole Foods Employees
Do you have a tax strategy in place to make the most of your…
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