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Things You Should Consider with Equity Compensation Decisions

Take control of your financial future by navigating these three common stock option pitfalls     By Taylor Maks, CFP® and Wealth Advisor   All those long hours and hard work has paid off and you have an opportunity to earn “Equity Compensation”. Just like a dog chasing a car you m …
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Focused Planning

Financial planning is an important piece of the Wealth Management process. In fact, we encourage all of our clients to go through the process to help their advisor make individual recommendations based on their unique situations. We do not adhere to the “one-size-fits-all” investment alloca …

Price Multiples, Not as Simple as High or Low

Among the many challenges to filtering out good long-term stock investments is determining a reasonable price to pay for shares. Various methods are used to arrive at this value, many of which incorporate a measure of how high today’s price is relative to some fundamental metric. These are …

How Much Should I Save for Retirement?

Published by Teresa Milner How much should I save for retirement? The easy answer to this question is: AS MUCH AS YOU CAN! I know there is more science and art to saving for retirement than this answer provides such as the questions of, “Who,” “What,” “When” and “Where?”

Spring Cleaning

When it comes to spring cleaning, the hardest part is to get started…but with a plan in place your financial closet refresher will get you on your way to a stimulating rest of the year. Your spring cleaning financial plan can be as simple as these three steps:

Use Your Budget to “Increase Your Paycheck”

I recently celebrated another birthday. I was disappointed when I remembered that, while my toys have gotten more expensive, they do not bring me even a fraction of the excitement a new set of Legos did when I was 6. But upon reflecting on some of the financial changes I’ve experience over …

Understanding the Fiduciary Duties of a Trustee

If you have been named as Trustee or Successor Trustee of another’s Irrevocable Trust, you may be wondering what exactly the role entails. For Successor Trustees, your duties will not begin until the current Trustee is no longer able or willing to perform in that capacity.
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Downloadable Resource

8 Legitimate Tax Loopholes You May Be Missing

8 Legitimate Tax Loopholes You May Be Missing

As you reflect on the past year in preparation to meet with your accountant, consider these loopholes that may help you dodge the taxman.

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