Financial Facts
Articles from our nationally recognized, weekly blog.
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 University of Delaware. As a young, innocent finance major, I recall that amazing feeling each time when I went back to school. (I even remember the tears driving home after graduation.) They were great and hopeful times for me, even with so much uncertainty looking forward.
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 sure all levels of the corporate ladder are treated fairly.
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 more complex strategies. Executive planning typically has more intricacies involved. One such executive strategy we often run into is: Net Unrealized Appreciation.
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.
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.
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).
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?
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 the way we value and perceive both investments.
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 save additional money. There are plenty of options for those dollars after you hit your limits. But, the question remains: are there any that allow for tax favored savings?
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.
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 University of Delaware. As a young, innocent finance major, I recall that amazing feeling each time when I went back to school. (I even remember the tears driving home after graduation.) They were great and hopeful times for me, even with so much uncertainty looking forward.
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 sure all levels of the corporate ladder are treated fairly.
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 more complex strategies. Executive planning typically has more intricacies involved. One such executive strategy we often run into is: Net Unrealized Appreciation.
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.
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.
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).
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?
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 the way we value and perceive both investments.
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 save additional money. There are plenty of options for those dollars after you hit your limits. But, the question remains: are there any that allow for tax favored savings?
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.