Insights and Tips on Financial Planning from Daner Wealth Management

New rules are changing how catch-up contributions work for high earners. Here's why the shift to Roth may actually work in your favor.

Not all financial advisors are held to the same standard. Learn what fee-only and fiduciary really mean, what questions to ask, and what to watch out for when choosing an advisor in Alpharetta.

Most executives treat equity compensation as a bonus rather than a planning opportunity. A proactive approach can unlock significantly more value.

High-net-worth individuals face a different tax game entirely. The strategies that built your wealth may not be the ones that protect it.

High-level executives often treat a severance agreement as a fixed document. That instinct is costly. A separation agreement is a final contract. It should reflect your years of leadership and the real value you delivered. Most companies anticipate that senior staff will negotiate.

There is a point in the accumulation process where the financial decisions you face stop resembling the ones you started with. A standard brokerage account and a maxed-out 401(k) were the right tools earlier. They are not sufficient for managing a portfolio with real complexity.