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.
Sophisticated financial advice for sophisticated individuals
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.
In Time for Halloween - 4 Scary Celebrity Investments and Lessons Learned
Even the rich and famous make mistakes - here are some of the worst celebrity investments, from risky real estate to shady art deals.
To Defer or Not to Defer? A Financial Planner's take on the Executive Savings Plan.
The deadline to fund the ESP deferred compensation plan is fast approaching and eligible participants need to understand the risks and possible rewards. Here I share my thoughts.
Are You Prepared For An Estate Tax Sunset?
Changes could be coming to the estate tax in 2026. Here are five planning strategies to consider.
