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      • Cost Segregation Accelerated Depreciation
      • 1031 Exchange
    • Investment Planning
      • Alternative Investment Strategy
      • Opportunity Zone Investing
    • Insurance Planning
      • Asset Protection Planning
      • Own Occupation Disability Insurance
  • Who We Serve
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BASICS, NEW, Other
401k vs 403b vs 457

401k vs 403b vs 457 Navigating retirement savings can be daunting, especially for high-income professionals. Understanding the differences between 401k, 403b, and 457 plans is crucial. Each plan offers unique benefits

By Pavin White
December 1, 2025
BASICS, Other
401k Contribution Limits and Retirement Planning

401k Contribution Limits and Retirement Planning Planning for retirement is a crucial step in securing your financial future. Understanding 401k contribution limits is key to maximizing your savings. These limits can

By Pavin White
November 20, 2025
BASICS, Other
Fiduciary Duty: Putting Your Interests First

Fiduciary Duty: Putting Your Interests First At 25 Financial, fiduciary duty is more than a legal standard—it’s the operating system for how we give advice. A fiduciary is obligated to put

By Pavin White
November 20, 2025
BASICS, Other
What is a Donor Advised Fund?

Written by: Randy Larson, J.D., LL.M. I just re-watched the historical mini-series, “The Men Who Built America.”  It documents the ingenious men who built bridges spanning the Mississippi, mass produced combustion

By Randy Larson
July 8, 2024
BASICS, Other
Financial Planning basics for our Kids and Community

Written by: Randy Larson, J.D., LL.M. Financial Planning basics for our Kids and Community Should I open a Roth for my kids?  Can you tell me some investing basics to get them

By Randy Larson
March 4, 2024

Some questions

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Securities offered through Quincy Wells Capital, LLC; member FINRA/SIPC/IEX. Advisory services are offered through 25 Financial, a Securities and Exchange Commission Registered Investment Advisor. Quincy Wells Capital, LLC and 25 Financial are separately owned and unaffiliated entities.