Financial Planning Archives | Perigon Wealth Managment https://www.perigonwealth.com/insights/category/financial-planning/ National firm scale and expertise. Personalized service and partnership. Thu, 11 Jun 2026 19:39:39 +0000 en-US hourly 1 https://wordpress.org/?v=7.0.2 https://www.perigonwealth.com/wp-content/uploads/2026/05/Perigon-Lettermark-Dark_blue.svg Financial Planning Archives | Perigon Wealth Managment https://www.perigonwealth.com/insights/category/financial-planning/ 32 32 Selling Your Business https://www.perigonwealth.com/insights/selling-your-business/ Wed, 28 Jan 2026 21:34:21 +0000 https://perigonwealthmanagment.kinsta.cloud/selling-your-business/ How to plan,sell, and protect what you’ve built Selling a business while still running it is no small task. The process can demand so much focus on negotiations and day-to-day operations that little time is left to think about what happens after the deal closes, including how wealth will be invested, how taxes will be […]

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]]> What You Need to Know About 529 College Savings Plans https://www.perigonwealth.com/insights/what-you-need-to-know-about-529-college-savings-plans/ Wed, 28 May 2025 15:08:54 +0000 https://perigonwealthmanagment.kinsta.cloud/what-you-need-to-know-about-529-college-savings-plans/ As 529 Day (May 29) approaches, it’s a timely reminder to take stock of how education savings plans, specifically 529 plans, fit into your broader financial strategy. With college costs climbing, tax benefits evolving, and new legislative changes expanding how these accounts can be used, there’s never been a better moment to revisit your approach. […]

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]]> Maximizing Wealth and Mitigating Risk: Financial Strategies for Defense Contracting Executives https://www.perigonwealth.com/insights/maximizing-wealth-and-mitigating-risk-financial-strategies-for-defense-contracting-executives/ Tue, 15 Apr 2025 17:43:31 +0000 https://perigonwealthmanagment.kinsta.cloud/maximizing-wealth-and-mitigating-risk-financial-strategies-for-defense-contracting-executives/ As a defense contracting executive, you operate in a unique financial landscape. Your compensation package likely includes a combination of salary, bonuses, restricted stock units (RSUs), performance shares and/or stock options. Integrating these elements efficiently can mean the difference between simply earning a high income and building sustainable wealth. Below, we explore strategies for optimizing […]

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]]> Your 2024 Year-End Financial Planning Checklist https://www.perigonwealth.com/insights/your-2024-year-end-financial-planning-checklist/ Wed, 11 Dec 2024 21:18:42 +0000 https://perigonwealthmanagment.kinsta.cloud/your-2024-year-end-financial-planning-checklist/ This is a comprehensive guide to year-end financial planning opportunities. Use this checklist to make smart moves before we close out the year, and as always work directly with us, your Accountant, or your Attorney to be sure you focus on what is right for your financial circumstances. Goal Evaluation Did you accurately estimate your […]

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]]> Lock Them Up: Your Credit Files, That Is https://www.perigonwealth.com/insights/lock-them-up-your-credit-files-that-is/ Thu, 17 Oct 2024 18:21:03 +0000 https://perigonwealthmanagment.kinsta.cloud/lock-them-up-your-credit-files-that-is/ Here we go again. “Fidelity breach exposed personal data of 77,000 customers” If you have your nest egg in accounts at Fidelity, that probably made your stomach lurch. The fact that those 77,000 people were only 0.2% of Fidelity’s 51 million customers is small comfort if you were one of the 77,000. That was last […]

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]]> Embracing the Personal in Planning with Beth Bosworth https://www.perigonwealth.com/insights/embracing-the-personal-in-planning-with-beth-bosworth/ Fri, 16 Aug 2024 18:36:02 +0000 https://perigonwealthmanagment.kinsta.cloud/embracing-the-personal-in-planning-with-beth-bosworth/ Perigon Wealth Management’s Beth Bosworth explains why advisors should throw traditional minimums “out the window” to attract next-gen clients. Listen to the podcast or read the full article at: WealthManagement.com

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]]> A Game Plan To Protect Players Selected In NFL Draft https://www.perigonwealth.com/insights/a-game-plan-to-protect-players-selected-in-nfl-draft/ Tue, 23 Apr 2024 13:22:00 +0000 https://perigonwealthmanagment.kinsta.cloud/a-game-plan-to-protect-players-selected-in-nfl-draft/ By Marc Specht – April 23, 2024 Over the next few weeks, 224 people will start a very high-paying job. Due to the risks and competition inherent in this industry, a vast majority will be employed in this field for just a few years. All of them are young men, most with no previous work […]

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]]> Year-End Financial Planning Checklist https://www.perigonwealth.com/insights/year-end-financial-planning-checklist/ Fri, 08 Dec 2023 20:53:48 +0000 https://perigonwealthmanagment.kinsta.cloud/year-end-financial-planning-checklist/ This is a comprehensive guide to year-end financial planning opportunities. Use this checklist to make smart moves before we close out the year, and as always work directly with us, your Accountant, or your Attorney to be sure you focus on what is right for you. GOAL EVALUATION Did you accurately estimate your spending for […]

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