Join Senior Wealth Manager, Sara Gelsheimer, as she discusses the importance of being appropriately insured and provides considerations for mitigating risk in your business. Read more…
Video Series - Mistake #2 Business Owners Make: Bad Cash Flow Management
Managing cash flow in a business is vital to survival. Don't miss video #2 on Bad Cash Flow Management in Senior Wealth Manager, Sara Gelsheimer's series on common mistakes business owners make and how to avoid them. Read more…
Know Your (Stock) Options: Understanding ISOs and NSOs
Companies use stock options as a form of equity compensation to supplement employees’ salaries — and if you’ve been awarded options, you’re essentially being given a chance to take an ownership stake in the company you work for. Stock options are not only an acknowledgement of the contributions you Read more…
5 Steps for Deep Cleaning Your Finances
In this video, Senior Wealth Manager, Sara Gelsheimer, walks through 5 actionable steps for deep cleaning your finances. Read more…
Video Series - Mistake #1 Business Owners Make: No Worst-Case Scenario Plan
When running your own business, being prepared for the unexpected can help prevent disaster. Read more…
Cash Balance Plans for Content Creators
I’ve written a few articles on Cash Balance Plans; you can find everything I've written here; but I wanted to focus this piece on a specific group – content creators. Read more…
How to Handle Post-IPO Equity
For years, investing in Silicon Valley was predominantly reserved for ultra-wealthy venture capitalists, but that exclusive landscape is changing. The last year has seen three massive initial public offerings (IPOs) from software vendor Snowflake (NYSE: SNOW), takeout delivery company DoorDash Read more…
Federal Student Loan Rates Are Going Up. Now What?
Interest Rates on Federal Student Loans Are on The Rise. Consider these 5 Key Benefits Before Bypassing Them For Private Student Loans. Read more…
How to Minimize Regret with Your Investment Decisions
Think about the major choices you’ve made in your life. Picking a career path, choosing a life partner, deciding to have children, changing jobs – these are high-stake decisions because each forces you to set aside all possible futures except the one you ultimately choose. Read more…
Is My Business Right For a Cash Balance Plan?
I wrote a piece about what a Cash Balance Plan is recently, which you can find here. The natural question after reading that is “Is my business a good candidate to set up a Cash Balance Plan?” Read more…
