How to Get the Most out of Employee Stock Options
You finally made it big! You landed a job as a C-suite executive or manager-level employee at a publicly tradedContinue Reading
Category: Financial Planning
Ins and Outs of Saving for College
Whether you just had your first child (or grandchild), or your “little” bundle of joy is about to start theirContinue Reading
Tax Planning Checklist
It’s hard to believe but half of 2017 has come and gone. Summer is in full force and vacation seasonContinue Reading
Proper Life Insurance Planning
Although many families do not want to think too far into the future regarding their financial planning, proper life insuranceContinue Reading
529 College Savings Plan
College can be expensive, and if current trends continue, it will not get cheaper any time soon. You might haveContinue Reading
Financial Advice For Millennials
Recently, I had a discussion with a fellow CPA regarding giving financial advice to millennials. I mentioned using target marketingContinue Reading
Traditional IRA vs. Roth IRA
The type of individual retirement plan you choose today can have a major impact on your future savings and futureContinue Reading
Can I Deduct Health Insurance Premiums If I’m Self Employed?
If you are self-employed, there are several tax incentives and deductions that can significantly reduce your tax liability; the deductionContinue Reading
Is A Simplified Employee Pension Plan Right For You?
If you are a self employed or a small business owner then chances are you will find it difficult toContinue Reading
Should You Use The Equity In Your Home To Refinance Your Student Debt?
One of the most common questions homeowners with student loan debt ask is, “should I use the equity in myContinue Reading