If you receive restricted stock units (RSUs) as part of your equity compensation package, do you know what are they, exactly — and what should you do with them? I'll let you know where you can go to learn more about your RSUs, what your tax considerations may be,...
Want to learn all about employee stock ownership plans (ESOPs)? From a little history and a local take on the ESOP to the perks and how ESOPs can be win-wins for employers and employees, it's all right here!...
April 18 is just around the corner! Want to avoid paying taxes? Learn about completely legal tax avoidance measures and illegal tax evasion missteps to sidestep....
Got nonqualified/nonstatutory stock options or incentive stock options? From the pros and cons of each to their tax implications and more, learn all about the equity compensation stock options known as NSOs and ISOs!...
How much can you contribute to your 401(k) or similar plan this year? What about your IRA or HSA? And how much should you contribute per pay period to reach the maximum on amounts you defer from your paychecks? Check out the new-for-2022 limits!...
From health to retirement as well as disability and life insurance, employee benefit offerings can be robust. How can you choose the best options for you? Let’s go back to basics on employee benefits....
As we get closer to the holidays and seasonal fun to come, are you also preparing to make the most of your money come tax time? Some opportunities have a firm deadline of Dec. 31, leaving just a couple of months for your year-end tax...
What's a "backdoor" Roth? And what about a mega-backdoor Roth or sidedoor Roth? The answers — and the steps you can take to contribute. Plus, check out the "Term Time" section where we break down the finance industry jargon so you can contribute with confidence....
There are many reasons for wanting to dive into homeownership. Whether it’s your first home or a dream vacation getaway, let me show you the basic steps that can help you save in the long run and protect your investment....
Are you planning a summer vacation this year? Plan to spend your time enjoying your trip instead of overthinking your spending! Plus, download our Vacation Budget Planning worksheet to be your guide....
| Assets Under Management | Annual Fee |
|---|---|
| $0 - $1,000,000 | 0.60% |
| $1,000,000 - $3,000,000 | 0.50% |
| $3,000,000 - $5,000,000 | 0.25% |
| $5,000,000 and above | 0.10% |