High-earning employees who receive equity awards as part of their total compensation package have more to consider than their base salary when changing jobs. Read more…
Should I Sell My Company Stock? A Decision Tree for Smarter Equity Decisions
When your company is doing well, holding stock can feel like a reward for your loyalty and hard work. Whether through stock options, RSUs, or employee stock purchase plans (ESPPs), owning shares of your employer’s stock can be an exciting opportunity to participate in the company's growth. Read more…
CEFEX Certification: What It Is and Why It Matters
" \n" When choosing a doctor for life-saving medical treatment, you’d never settle for somebody without the correct certifications. There’s too much on the line to ignore whether they have the correct letters behind their name—MD, DO, PhD, and so on. Read more…
An Overview of Cash Balance Plans: What They Are, The Benefits, and The Trade-Offs
As a retirement plan advisor, I help business owners come up with the right mix of employee benefits to attract and retain talent as well as build a secure retirement for themselves and their employees. Read more…
6 Tax Reduction Strategies to Consider During Market Uncertainty
When market volatility skyrockets, investors often feel at the mercy of wildly fluctuating portfolios. Read more…
AI & Imposter Scams: 7 Tips to Protect Yourself
As technology advances in the area of artificial intelligence (AI), so does the opportunity for cyber criminals to use AI tools to their advantage. Read more…
How Separately Managed Accounts (SMAs) Help High-Net-Worth Investors Manage Complex Portfolios
As your wealth grows, so does the complexity of managing it — like upgrading from a yard that usually just needed a quick mow to one that needs seasonal landscaping, targeted irrigation, and routine weed-pulling. The same principle applies to investing. What starts as a simple 401(k) and a few Read more…
Optimal Employee Stock Purchase Plan Strategies for High Earners
If you are a high earner, opting into your company’s employee stock purchase plan (ESPP) can be exciting. You may have dollar signs in your eyes at the thought of an ESPP magically putting extra cash in your pocket. Read more…
Irrevocable Life Insurance Trusts (ILIT): An Estate Planning Secret Weapon?
When it comes to estate planning, most people want two things: to keep as much of their wealth as possible in the family and to avoid paying Uncle Sam more than necessary. Read more…
How Much Are You Really Paying for Your Investments?
"How much does it cost you to invest?” Most people default to considering the money you’ve saved and invested but not necessarily the cost of the investment itself. Read more…
