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3 Signs Your Aging Parents Need Financial Help
Are you worried about your parents as they age? Maybe you suspect they are becoming less capable of handling their finances independently? You’ve possibly even thought about saying something to
Medicare and Summer Travel
Are you getting ready to take a summer vacation? If you plan to travel, did you know you may not have the same health coverage while away? People enrolled in
Cybersecurity: 3 Tips to Protect Your Wealth & Identity
In today’s ever-evolving world of technology, staying safe online can seem like a daunting task. We’ve gotten many questions recently about cybersecurity, and how clients and colleagues alike can protect
The Option Expiration Game
If you work in tech or have climbed the ladder throughout your corporate career, you may have accumulated stock options with your employer. These Employee Stock Options (ESOs) are the
2022 First Quarter – 12 Month Recap
It has been two years since the pandemic began in March of 2020. During that time, vast amounts of stimulus, both monetary and fiscal, were injected into the global economies.
What Does a Diversified Portfolio Actually Look Like?
You’ve heard that it’s important to create a well-diversified portfolio and know that it is a critical step in your financial plan, but what does a diversified portfolio actually look
What To Do When You’re An Executive With a Vesting Schedule
Equity compensation can be a big boon to your finances and dramatically increase your income relative to a straight salary. However, equity compensation isn’t the same thing as a standard
Market Updates & Actions we are Taking
In response to higher inflation and expected rate hikes by the Fed (to offset the increased levels of inflation), markets have been moving down recently. In the U.S., we are
2021 Fourth Quarter/2021 Annual – 12 Month Recap
As we ended 2021, the world economies started to look past the pandemic. Today, the world is confronted with massive inflation, supply chain chaos, and slowing (but still positive) global
What is a Trust and Do You Need One?
A trust is a legal arrangement that allows you to effectively manage your assets and ensure that those assets are transferred to your intended beneficiaries when you pass. They can
Tax Minimization Strategies for Executives With a Comp Plan
For employees, the prospect of getting a stock option offer as part of their compensation package can be a milestone moment. They look forward to achieving this level in their careers for obvious financial reasons, but it also brings a sense of accomplishment and prestige.
2021 Third Quarter – 12 Month Recap
As we entered the 3rd quarter of 2021, the pandemic was widely expected to be behind us. Unfortunately, there was an unexpected resurgence in the summer as the number of