Wheat-Givens Financial, LLC

What do you know about net unrealized appreciation (NUA) and how it can affect your tax responsibility? When selling company stocks in your retirement account, it could prove essential.

Understanding Equity Compensation Net Unrealized Appreciation and how it affects tax responsibilities.

C&R Research reports that the average American spends \$219 on subscriptions. Many find themselves with an unclear idea how much they are spending on their services, in many cases underestimating the amounts by upwards of \$100 per month.

Monthly Memberships A look as how autopay subscriptions can be a drain on your finances, especially when forgotten.

This piece guides readers through placing financial pillars in place, sustaining financial well-being or creating wealth.

Building a Solid Financial Foundation Sustain financial well-being or create wealth through these actions.

What will your family do if you can't earn an income? Here are steps you can take today.

Disability Income This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Steady Fed policy and unexpected tech news shaped February's markets. This month's Market Insights breaks down what drove performance and what investors are continuing to watch in 2025.

Monthly Market Insights | February 2025 Stocks rallied in January on upbeat Q4 corporate reports and solid economic news that quieted talk of an inflationary comeback.

Considering a vacation home? 5 questions to determine if you’re ready.

Buying a Vacation Home? 5 Questions to Consider First You may be considering purchasing a vacation property, this can be an exciting milestone, but there are a few things to consider first.

What would you rather have: \$500 today or a 50% chance at \$2,000 tomorrow? Know your risk profile.

What Is My Risk Tolerance? This questionnaire will help determine your tolerance for investment risk.

Settling an estate can be like putting together a puzzle. Make a cheat sheet for your heirs.

Put It in a Letter A letter of instruction provides additional and more personal information regarding your estate.

The beans brewed for your morning coffee may have changed hands many times

The Economic Journey of Your Morning Coffee Few contemplate the complex journey that brought their coffee from farm to kitchen table.

Looking for the latest tax bracket changes? Use this handy reference guide to save time.

What’s My 2024 Tax Bracket? Check out this handy reference of updated ranges from the IRS in case your designated bracket has changed.

Is it possible to avoid a loss? Not entirely, but you can take steps to manage risk. Learn more here.

Risk Perspective Is it possible to avoid loss? Not entirely, but you can attempt to manage risk.

Your home mortgage interest may be deductible. Do you itemize your deductions?

Home Mortgage Deduction Use this calculator to assess the potential benefits of a home mortgage deduction.