Banking, Financial Facts, From Our President, Student Loans

9 Tips to Financial Planning While in College

The beginning of a new college semester always makes me nostalgic. I remember my four amazing years at the...

Financial Facts, From Our President

Deferred Compensation: Tips for Top Talent

As one moves up the corporate ladder & hits a certain income threshold, Companies use some creative tactics to make...

Financial Facts, From Our President, How to Invest

The ABCs of NUAs: 7 Step Guide to Navigating Net Unrealized Appreciation

When it comes to advising executives how best to manage their finances, I find we quickly jump from basic to...

equity award planning Financial Facts, From Our President

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...

Financial Facts, From Our President

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.

Financial Facts, From Our President

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...

Financial Facts, From Our President

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...

Financial Facts, From Our President, Retirement Planning

Retrain Your Thinking: Stocks Vs. Real Estate

So many of us have strong opinions concerning stock investments vs. real estate investments. There is a stark difference on...

Financial Facts, From Our President

Mega Backdoor Roth: One Mega Strategy

You’ve maxed out your 401(k), now what? As clients prepare for retirement, they often look for smart ways to...

Credit Cards, Financial Facts, From Our President

7 Essential Ways to Boost Credit Score

When my wife and I purchased our first home, we visited a mortgage broker to get our very first mortgage....

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