Got too much company stock? Consider an Active Index Approach
Executives can use an active indexing strategy to help diversify away from low basis company stock.
Sophisticated financial advice for sophisticated individuals
Does the 4% Rule Hold Up?
The 4% rule, including what it is and whether it's a good strategy for retirement income planning.
Financial Planning Checklist for 2024
Employee Stock Options: A primer + 6 tips on how to maximize
Here's what you need to know about the value, risks and tax implications with employee stock options.
Insurance Executives - Get ready for the new year with this planning update
The beginning of the new year is a great time for financial planning. Here I review what insurance executives need to know for 2024.
It's Time to Revisit Your Annual Financial Goals. How Did You Do?
This blog will give a wrap-up of financial goals over the year and prompt the reader to look back on how they did on their goals and reflect for the upcoming year.
