facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

FINANCIAL PLANNING

9 Reasons You Might Need Life Insurance Thumbnail

9 Reasons You Might Need Life Insurance

Death is a difficult topic to discuss and think about, especially when it comes to planning for your own mortality. To minimize the amount of time thinking about death, people will often use simple formulas or arbitrary numbers to get to the "right" amount of life insurance. This usually works out fine, but it doesn't always explore why you need that amount of insurance. If you don't think life insurance is for you or are on the fence about it, here are 9 reasons why you might consider exploring life insurance for you and your family.

Read More
Divesting After an IPO Thumbnail

Divesting After an IPO

The IPO or direct listing of a company you’ve been a part of is an exciting event that is the culmination of years of triumphs, setbacks, growing pains, and uncertainty. The elusive promise of liquidity is finally coming to fruition, but that doesn’t mean the benefits of concentrated equity planning are over.

Read More
Education Planning - Funding a 529 Plan Account Thumbnail

Education Planning - Funding a 529 Plan Account

College sticker prices have been outpacing core inflation for the last several decades, averaging 3.6% per year for private colleges and 3.7% per year for public colleges (tuition plus room and board) over the last 10 years. This is lower than the 5% per year and 6.6% tuition inflation of the 2000s, but core inflation was higher during the 2000s as well (1).

Read More
Exercising Options and Deferring Taxes with the 83(i) Election Thumbnail

Exercising Options and Deferring Taxes with the 83(i) Election

The 83(i) election was introduced with the Tax Cuts and Jobs Act of 2017 to help employees of private companies exercise their stock options by deferring the inclusion of the exercise’s “bargain element” income and thus their tax liability at exercise by up to five years.

Read More