Now that we are in the 4th quarter of 2021, it’s a good time to start looking at ways to reduce your 2021 tax liability. Even though you might not know your tax liability until you file your tax return in April (or October) of 2022, in order to take advantage of some key tax saving tools, many Read more…
Video Series - Mistake #5 - No Retirement Plan
In this video, Senior Wealth Manager, Sara Gelsheimer , speaks to why it's important to set up your own retirement plan as a small business owner . Read more…
Video Series - Mistake #4 Business Owners Make: Independence
Join Senior Wealth Manager, Sara Gelsheimer , for this video where she d iscusses the importance of building a strong advisory board versus being too independent and trying to go it alone in your business. Read more…
Video Series - Mistake #3 Business Owners Make: No Risk Mitigation
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…
