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To Itemize or Standard Deduct? That is the Question.
Many have been confused with the new Tax Cut & Job Act reform being implemented for 2018. Previously, I recapped the major changes in my blog "what does the new tax plan mean to me." But, a looming question remains: “Do I itemize or standard deduct moving forward?”
READ MORE...What's All This Fuss About Interest Rates?
There has been a lot of discussion on the Federal Open Market Committee's (FOMC) plans to increase interest rates. Unfortunately, many of us don’t understand how this news affects the markets.
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Equity Award Planning Part 4 of 4 Strategies for Handling Company Restricted Stock Units
Welcome to the final stretch of this 4 part blog series on equity award planning. Learn more about equity award planning strategies.
READ MORE...Equity Award Planning Part 3 of 4: Strategies for Handling Company Stock Options
Let’s dive a little deeper. Here are a few of my favorite Equity Award Planning strategies.
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Equity Award Planning Part 2 of 4: Restricted Stock Unit
Since we are in the middle of equity award season I’ll keep the momentum going as this blog will focus on stock options’ little sister — the Restricted Stock Unit (RSU).
READ MORE...Equity Award Planning - Part 1 of 4 Stock Options
Tis the season of equity awards grants - truly an exciting time! What better time to revisit stock options and restricted stock units - how do both of these plans work and what are some strategies for each?
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The 4 Levers of Financial Planning
Financial Planning can be very complicated. To help everyone I work with, I'm always trying to simplify the process. In my experience, there are 4 high level factors which determine your probability of success.
READ MORE...6 Lessons Learned From the Worst Dow Plunge Ever
When the Dow Jones drops, it can catch you off-guard. Here are six lessons we can learn from experiences like this.
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