Financial Planning:
Thoughts and Commentary

A quick summary of how the election will, and will not, affect your accounts.

Maximizing the tax benefits of an Employer Stock Purchase Plan

What to consider when choosing between Restricted Stock Units and Stock Appreciation Rights

401k Rollover

An easy and quick explainer of Equity Compensation

What is an Employee Stock Purchasing Plan (ESPP)? Should you participate if you have access to one? And if you do participate, what is...

There are so many things to think about when dealing with your equity compensation package that all the requirements, rules and...

Equity compensation refers to a non-cash payout offered by employers to employees, providing them with a stake in the company. It may...

The internet is a wonderful and amazing testament to the ingenuity of the human mind. It has made the world smaller, brought people...

In a world of uncertainty, we are encouraged to focus on what we can control, and to worry little about what we cannot. This is easier...

The goal of the average American family is to make sure that they are never in a financial bind. More than simply reaching financial...

How to use Qualified Charitable Donations to be charitable and tax efficient. Required Minimum Distribution Strategy.

Everyone is an expert during good times. Many do it yourself investors spent the last decade investing in any one of many “can’t lose”...

Strategies for lottery and jackpot winnings and what to avoid.

Receiving an inheritance brings a mix of emotions; with the loss of a loved one and receiving a portion of their life long hard work. ...

Health Savings Accounts – The investment account that nobody wants to use The financial world and financial planning are filled with a...

As we enter month 98 (I lost count) of the pandemic and we think about all the things we want to be doing, but can’t, I want to spend a...

Let me start off this month’s newsletter by wishing all of you a very safe and healthy summer season. A short four months ago I was...

Has anyone noticed the damage the world economy has taken over the last two months? Sharp and dramatic increases in unemployment. ...

Well, this certainly has been a strange month for all of us. And while I have tried to make both my work life and personal life normal...