Restricted Stock Units (RSUs) can be a powerful incentive and useful tool for building wealth, but they aren’t as simple as purchasing shares on the market. If managed improperly, RSUs can lead to surprise tax bills, underpayment penalties, overconcentration in company stock, and even legal Read more…
What to Look for to Improve Your 401(K) in 2025
As another year begins, there is a lot on business owners' minds. How do I keep my best employees? How do I reduce business expenses? Now is a great time to assess portions of your business. Is there a better, cheaper, way to do something? Is there a way to make your team's life easier? Read more…
The Social Security Questions We Hear the Most
Social Security is like math class: it can be intimidating and complicated, but it’s ultimately extremely beneficial when leveraged properly. Read more…
How to Prepare for the Potential Sunset of the Estate and Gift Tax Exemption in 2025
In 2018, the federal estate and gift tax exemption amount increased substantially, allowing high-net-worth individuals to avoid paying estate taxes on a significant portion of the assets in their estates. 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. Read more…
How Are Restricted Stock Units Taxed? Vesting, Withholding, and Selling Explained
As the saying goes, there’s no such thing as a free lunch. Read more…
The Ultimate Checklist for End-of-Year Financial Planning: 10 Tips to Align Your Money & Goals
It is hard to believe we are already approaching the end of another year. With holiday gatherings to plan and shopping sprees we can't miss, financial planning might not be at the top of our minds this season. Read more…
Financial New Year's Resolutions You Shouldn't Wait to Tackle
We have all been there: waiting with optimism for the beginning of a new year so this time around we can make real, impactful changes in our finances and lives. But before we know it, the “new year” is now “last year,” and we haven’t made much progress towards major milestones in our financial Read more…
Fiduciary Standard of Care vs. Suitability: What's the Difference?
When you work with an investment professional such as a wealth manager or financial advisor, it’s reasonable to expect any moves being made in your accounts or strategies being suggested for your financial plan will be in your best interest, right? Read more…
Donor Considerations & Best Practices for Charitable Giving
As the end of each year approaches, conversations with many of our wealth management clients turn to strategies for lowering their tax bill. Read more…
