Author: Daniel Lee

Business Insider: Daniel Lee on what he tells high-income earners wanting to save for an early retirement

Daniel Lee, Senior Wealth Manager out of our Silicon Valley office is a financial advisor to high-income earners at Google, Salesforce, and Microsoft. Here's where he tells them to put their money to set themselves up for early retirement. Read more…

3 Useful Company Employee Benefits Policies for High Earners

Employee benefits can have a significant impact on wealth accumulation, but the International Foundation of Employee Benefits Plans reports that 80% of companies struggle to get employees to read benefits materials. If you don’t correctly understand your company’s employee benefits policy, you Read more…

Puzzling Through Your Restricted Stock Unit (RSU) Compensation

Just as a single piece in a puzzle can be difficult to decipher all by itself, a Restricted Stock Unit (RSU) can be a bit of a head-scratcher as a stand-alone asset. In isolation, RSUs are simply a form of equity-based compensation; your employer makes a grant, or a promise, to give you company Read more…

Your Employer Offers You Non-Qualified Deferred Compensation (NQDC): Now What?

It’s always nice to be recognized for a job well done. Being invited to participate in your employer’s non-qualified deferred compensation (NQDC) plan, is one such vote of confidence; it’s typically offered exclusively to select executives or similar high-performing employees. Read more…

Unpacking the Mega Backdoor Roth IRA

Admittedly, the “mega backdoor Roth IRA” is a mouthful of a term. I wonder who came up with it? It’s as if they took their cue from Barnum & Bailey’s Greatest Show on Earth. Read more…

The Untold Advantages of Your Employee Stock Purchase Plan (ESPP)

Congratulations, your employer has an Employee Stock Purchase Plan (ESPP)! Read more…

Managing Your Equity-Based Compensation With Restricted Stock Units (RSUs)

With stock markets fluctuating wildly, it’s especially important to understand the financial and tax implications of any company stocks your employer might offer. Restricted stock units, or RSUs, have become particularly popular in recent years. A 2017 survey by Ayco’s Compensation and Benefits Read more…

Why financial planning is essential if you want to help your friends and family get by during COVID-19

As the COVID-19 pandemic continues to send shockwaves through the economy, millions of people are facing financial distress. Some are turning to family members for financial help, and some are seeking government assistance. To help struggling Americans, the Coronavirus Aid, Relief, and Economic Read more…

GoBankingRates: Daniel Lee on How To Financially Prepare For Potentially Losing Your Job

Daniel Lee, Senior Wealth Manager out of our Silicon Valley office recently contributed to an article on being better prepared for job loss. A excerpt can be found below, click the link below to read the article in it's entirety. Read more…

Three Ways to Make the Most of Your Recovery Rebate

The American Enterprise Institute estimates 91% of American families will receive a check from the US government as part of the $2 trillion Coronavirus Aid, Relief and Economic Security (CARES) Act. They also expect the average Recovery Rebate check to be $1,729, with some Americans receiving them Read more…

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