Category: Blog

Lessons from the Trail: Financial Planning – Life’s Shakedown Hike

In the world of long-distance hiking, a “shakedown hike” is a short test run where hikers assess their gear, fitness, and preparedness before committing to a full thru-hike. It helps identify what’s essential, what can be left behind, and what needs improvement—ultimately reducing the hiker’s risk and improving their success on the trail.  Financial planning […]

10 Things to Consider When Moving Abroad

Moving abroad from the United States is an exciting opportunity, but it’s essential to plan thoroughly to ensure a smooth transition. Here are 10 key considerations to keep in mind, illustrated with specifics from popular destinations like Spain, Costa Rica, Italy, and Portugal. 1. Consider Your Target Country’s Visa and Residency Options and Requirements Working […]

Five Tips to Get the Most Out of Working With a Financial Advisor

If you are navigating a busy professional or family life, chances are you have reached a point where “doing it all” when it comes to your finances no longer makes sense. Our peak earning years often coincide with our peak busy years – and in this season of life, managing our financial life becomes increasingly […]

Planning for a Move to Costa Rica? 10 Things to Know Before Packing Your Bags.

What to consider when planning your move.

Understanding the Tax Impact of RSUs for Whole Foods Employees

If you’re a Whole Foods employee, you might have received or will receive Restricted Stock Units (RSUs) of Amazon stock as part of your compensation. RSUs can be a great way to share in the success of the company, but they come with certain tax implications that you should be aware of.  Let’s break it […]

Pioneer Wealth Management Group Celebrates 20 Years of Service and Announces Four New Partners in Strategic Expansion

Founder Milad Taghehchian, CPA, CFP® Shares Ownership with Chris Cyndecki, CFA, CFP®, Ian Tennant, ChFC®, Daphne Jordan, CFP®, and Nicole Renaux, CFP® Pioneer Wealth Management Group proudly marks 20 years of serving individuals and families in the Austin area and across the country. In recognition of its growth and success, the firm is excited to […]

The SECURE Act and Its Evolutions: A Guide to Retirement Savings Legislation

The SECURE Act, SECURE 2.0, and the proposed SECURE 3.0 are significant pieces of legislation aimed at improving retirement savings options for Americans. Each act has introduced new rules and incentives to encourage individuals to save more for retirement. Let’s delve into the history of these acts and the changes they have brought to retirement […]

Twenty Years for Pioneer Wealth: A Conversation with Its Founder

 In 2004, several noteworthy events occurred. Facebook was launched. The New England Patriots won Super Bowl XXXVIII. NASA landed rovers on Mars. And—a little bit closer to home, our firm, Pioneer Wealth Management Group, was started by Milad Taghehchian. Twenty years later, Pioneer Wealth continues to thrive and to serve many in the community and […]

Cash Isn’t King Forever: What Falling Interest Rates Mean for Your Cash

Over the last two years, cash has made a comeback. Yields on high-yield savings accounts, CDs, and money market funds approached 5%. Many investors found these accounts as an appealing, low-risk option for earning returns. However, as short-term interest rates start to decline, cash may lose its shine. Let’s explore why the landscape is changing […]

Important Inflation Reduction Act Credits to Take Advantage of Before a Potential 2025 Repeal

EV and Home Energy Credits to Claim before Potential Repeal in 2025 The Inflation Reduction Act of 2022 (IRA) was passed with a multitude of goals for the United States, one of them being to incentivize businesses and individuals to participate in the clean energy transition. For individuals specifically, these incentives take the form of […]