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All adults should have basic estate planning documents. Estate planning is about ensuring your wishes are honored upon your death or incapacitation. If you’re thinking, “I don’t need to [...]

I recently shared 15 tips on how my Superstar Women clients make the most of their stock compensation, 401(k), cash management, and investments. I’ve compiled them here. You can follow me [...]

It’s performance assessment season. You’ve earned a well-deserved promotion at work. Hopefully the new job title also comes with more money! I’d like to discuss the four components of your [...]

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 [...]