In this short video, I break down the key updates to 2025’s most important financial planning numbers and what they mean for you. From tax brackets and capital gains implications to Social Security and Medicare surcharge updates to 401(k) and HSA contribution limits, I highlight the most impactful shifts and share insights to help you plan financially for 2025.

In this short video, I cover key takeaways from the 2025 JPMorgan long-term capital market assumptions report and highlight four actionable steps you can take now to stay ahead and plan effectively for the long term.

Discover how to unlock the mega-backdoor Roth 401(k) in 2025 — explore tax benefits, limits, and strategies to grow your retirement savings. The mega-backdoor Roth is one of the best employee benefits available for high-earning technology professionals planning their financial future.

Health Savings Accounts (HSAs) allow individuals with high-deductible health plans to save for medical expenses by offering a triple-tax advantage. Despite the significant benefits, recent studies suggest that only 10% of Americans utilize HSAs, even though they were introduced in 2003. Learn more in this HSA guide about eligibility, triple-tax advantage, and other important planning considerations.

Restricted stock units (RSUs) are a type of equity compensation for high-earning professionals. Learn more about key terms, taxable consequences, and whether to keep or sell RSUs after they vest.