When running your own business, being prepared for the unexpected can help prevent disaster. 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…
If Stock Options Are Part of Your Compensation Package, Here's What You Need to Know
The 2010s was arguably the decade of the corporate perk. For years, we could hardly escape the barrage of beer taps in the break room, free gym memberships, and unlimited PTO. These benefits may have led to a “best place to work” award or two, but when was the last time a free lunch helped you feel Read more…
Tax Implications of Moving from State to State
What are the tax implications to consider if you’re moving from one state to another? Each state has a unique set of taxes, such as property, sales, estate or inheritance, and income tax, that apply to its residents. The Tax Cuts and Acts Job put a $10,000 limit on the state and local tax Read more…
Investing By Age Series
As you age and mature in life and in your career, your investment priorities change, and financial goals and objectives shift as well. Having the right financial advisor by your side means having a proactive partner to make sure you reach your goals during life's journey. I created this investing Read more…
A New Podcast Designed to Help You Improve as a Long Term Investor
After several years of deliberation, I’m finally launching a podcast. I’m excited to introduce you to The Long Term Investor, a financial podcast designed to distill complex topics into easily digestible lessons and make you a better investor. Read more…
Tax Reduction Strategies
Learn 5 strategies for tax reduction in this helpful video from Senior Wealth Manager, Sara Gelsheimer. Read more…
