Newsroom
Retiring Abroad: Things to Consider Before Making the Leap
In recent years, an increasing number of Americans have been choosing to retire abroad, seeking a blend of adventure, lower living costs, and…
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Topel & DiStasi Wealth Management Nominated for “Best of Oakland” award!
We are excited to announce that we’ve been nominated for the “Best of Oakland Magazine” awards in the ‘Best Financial Planner’ category. If…
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Episode 86: Why Should I Hire A Financial Advisor
In this episode we discuss the pros and cons of hiring a professional money manager
New post Episode 85: How To Take Advantage Of Low Income Years
In this episode we discuss tax planning strategies for low income years
Gavin’s Summer Reading List (2024)
Now that tax season has concluded and the weather has finally started to improve, I find myself looking towards another summer season, and…
Episode 84: Converting 529 Plan Balances To A Roth IRA
In this episode we discuss the new rules for converting unused 529 plan funds to a Roth IRA