Archives

Summary: Get organized: save the source documents (Plan Document, Option/RSU Agreement) Define your goals, which will provide the context for whether to keep or sell your company stock Learn a [...]

Summary: TurboTax is sufficient for straightforward tax returns. Learn the top seven reasons why my clients hire a tax professional. Understand the services that tax professionals provide, and [...]

Summary: Because of the 2018 Tax Cuts and Jobs Act, most of my clients will receive tax cuts due to lower marginal tax rates across brackets, and reforms to AMT (Alternative Minimum Tax) Because [...]

Summary: 2018 tax reform led to tax cuts for most Americans Tax cuts were in the form of slightly higher paychecks, which were hard to notice People who are expecting a large refund check will be [...]

Two reasons to sell the shares as soon as the RSUs vest are: If you were paid a cash bonus, you wouldn’t use the money to buy company stock. So turn the stock bonus into cash by selling the [...]

Restricted stock units (RSUs) are one way for companies to grant shares of company stock to employees. The term “restricted” refers to the vesting schedule, or the specified period that must [...]

“I don’t know if I’m contributing enough to my 401(k) plan.” “What investment(s) should I select in the 401(k)?” “What the heck should I do with my old 401(k) plans?” Many clients are embarrassed [...]

In part one of the Open Enrollment series, I discussed the three most valuable benefits offered by most companies: health insurance, Flex Spending Accounts (FSA), and Health Savings Accounts [...]

Open enrollment is your opportunity to switch coverage once a year. You could do nothing and automatically be enrolled into the same plans you had this year. Certain benefits like Health FSAs and [...]

It’s difficult to evaluate whether a financial planner is a good fit for you. When you’re buying a physical product like a car, it’s easy to define the criteria, and to confirm that the car meets [...]