Blogs
How Much Should Business Owners Pay Themselves? The Ins and Outs of Business Owner Compensation
One of the most common questions business owners face is how much they should pay themselves. The answer depends on…Common Mistakes with Incentive Stock Options (ISOs)
Understanding ISOs and How They Work Equity compensation is becoming an increasingly popular way for companies to attract and retain…What Some High-Income Earners Get Wrong About Insurance
Insurance is a critical component of a solid financial plan, especially for high-income earners with substantial assets to protect. Yet,…Transitioning from a W-2 Job to a 1099 Lifestyle While Minimizing Financial Stress
Making the leap from a W-2 job to a 1099 lifestyle can be a game-changer for your career and financial…Smart Tax Planning Moves for High-Income W-2 Earners
Many people think that W-2 income earners have limited options when it comes to minimizing their tax liability. However, with…What You Need to Know About 529 Plans
A 529 plan can be a powerful tool for funding education while making your money work harder through tax-efficient investing.…Key Financial Changes to Consider When Switching Jobs
In today’s workforce, it’s common for individuals to change jobs multiple times throughout their careers. Unlike previous generations, where staying…Should You Sell Your Current Home or Rent It Out?
Deciding whether to sell your current home or rent it out is one of the most significant choices homeowners face…“I’m Maximizing My 401(k)…Where Should I Invest Next?”
As a financial advisor, I often hear this question from higher-income earners: “I’m already contributing the maximum to my 401(k); what…Equity Compensation 101
Equity compensation is becoming increasingly common in today’s workplace, especially in industries like technology, biotech, and startups. It can represent…Tax Planning for Large Investment Gains: Smart Strategies for a Rising Market
With the stock market and crypto prices surging in recent years, many investors are sitting on significant unrealized gains. While…10 Costly Financial Mistakes to Avoid in Your 30s
Your 30s are a pivotal time for building wealth and setting the stage for financial security. Unfortunately, this decade often…Financial Planning Decisions When You Have a Baby
Having a baby is a joyous milestone that brings excitement and new responsibilities—including financial ones. Planning ahead can help ensure…Alternatives For Your Cash
It feels great having cash sitting in the bank. Having cash helps a lot of us sleep at night. But…Preparing to Purchase Your First Rental Property: What You Should Know
Real estate investing is a common goal for many people—and for good reason. It offers the potential for passive income,…The Backdoor Roth IRA: Building Tax-Free Retirement Savings
“I make too much money to contribute to a Roth IRA.” I can’t tell you how often I hear this…10 Year-End Tax Planning Opportunities for Business Owners
If you're waiting until tax time to think about tax strategy, you're making a mistake. There’s so much more you…Is Your Business Protected?
Owning a business has many benefits: But it also means you have a lot you need to think about. More…When Does Refinancing Your Mortgage Make Sense?
Refinancing your mortgage can be a smart financial decision, but it’s not a one-size-fits-all solution. Whether you're looking to lower…Understanding Business Entity Structures and Their Tax Implications
When starting a business, choosing the right structure is critical—it affects everything from daily operations to taxes, liability, and the…Health Savings Accounts – Are You Missing Out on One of the Best Financial Tools?
Have you heard of a Health Savings Account (HSA)? If not, you’re not alone—HSAs are one of the most overlooked…5 Potential Benefits of Investing in Real Estate
At one point or another, most people have heard how real estate is a powerful asset to own. And it’s…401k vs. IRA: Which retirement option should you choose?
Retirement planning has changed dramatically over the years. Gone are the days when most people had pensions. Pensions would provide…4 highly debated personal finance topics
When it comes to personal finances, everyone seems to have a different opinion. Whether you are listening to your coworker,…About Joe
Does anyone ever end up in the career they dreamed of as a kid? I know for me, I certainly…