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Financial Planning At the Intersection of STEM and Money

Feb 54 min read
3 Financial New Year’s Resolutions for 2025
The start of the year is a great time to set your financial New Year’s resolutions.

Sep 30, 20244 min read
How Geopolitical Conflicts Impact Markets and the Economy
Without minimizing the real-world impact of these conflicts, investors may wonder how they might impact financial markets and the economy.

Apr 9, 20244 min read
3 Market Insights for Investors in Q2 2024
2024 began with debates over a “soft” versus “hard” landing as the Fed attempted to stabilize the economy, as well as over the...


Mar 27, 20248 min read
All Things Roth: How You Can Build Tax-Free Retirement Savings - 2024 Update
The tax benefits of a Roth retirement account could reduce your lifetime tax bill, even if you make too much to contribute directly.


Mar 13, 20244 min read
The Tax Planning Strategy That Helps You Think Differently About “Total Tax”
Paying more taxes in some years could result in paying less Total Tax over your lifetime.

Mar 7, 20231 min read
Proud to Sponsor the NMTC 2023 Women in Tech Awards
Ann Shubert, Financial Advisor and past Woman in STEM, is proud to sponsor the NMTC 2023 Women in Tech Awards.
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