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 themselves against fraud, identity theft, and phishing scams. We wanted to review three easy, actionable
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 right granted to employees by an employer to purchase company stock at a set price.
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 like? To create one, you need to know what that means and practical steps for
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 salary. There is more to consider, and you need to have a plan for how
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 provide an efficient means of settling your estate, managing your assets, and reducing taxes. What
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.
When people think of “budgeting” they don’t typically think of something enjoyable or worthwhile. Many high earners don’t budget at all – and with good reason. Managing line items in your family budget may be time consuming and frustrating. It can also be completely unnecessary
Many employers have an open enrollment season that runs through the fall of each year. Some start as early as September, while others kick off in October or November. Regardless of when your employer holds open enrollment, there are several key tasks you can tackle
Education savings is often part of the financial plans we create. Whether clients are interested in pursuing a masters or doctoral degree, or they want to help fund the college education of their kids and grandkids, navigating how to efficiently save for continuing education costs
Medicare is an often confusing, although necessary, element of retirement planning. Leveraging Medicare for health coverage can help to lower your health insurance and medical expenses, while also providing varying levels of coverage throughout your retirement. However, it’s important to understand how Medicare works, and