Blogs

One of the biggest financial headaches for business owners is inconsistent cash flow. Revenue often comes in waves, potentially creating…

Traditional financial advice often focuses on saving for the future—retirement, college, or other long-term goals. While these are important, many…

Employee Stock Purchase Plans (ESPPs) are a popular benefit offered by many large, publicly traded companies. They allow eligible employees…

One of the most common questions business owners face is how much they should pay themselves. The answer depends on…

Understanding ISOs and How They Work  Equity compensation is becoming an increasingly popular way for companies to attract and retain…

Insurance is a critical component of a solid financial plan, especially for high-income earners with substantial assets to protect. Yet,…

Making the leap from a W-2 job to a 1099 lifestyle can be a game-changer for your career and financial…

Many people think that W-2 income earners have limited options when it comes to minimizing their tax liability. However, with…

A 529 plan can be a powerful tool for funding education while making your money work harder through tax-efficient investing.…

In today’s workforce, it’s common for individuals to change jobs multiple times throughout their careers. Unlike previous generations, where staying…

Deciding whether to sell your current home or rent it out is one of the most significant choices homeowners face…

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 is becoming increasingly common in today’s workplace, especially in industries like technology, biotech, and startups. It can represent…

With the stock market and crypto prices surging in recent years, many investors are sitting on significant unrealized gains. While…

Your 30s are a pivotal time for building wealth and setting the stage for financial security. Unfortunately, this decade often…

Having a baby is a joyous milestone that brings excitement and new responsibilities—including financial ones. Planning ahead can help ensure…

It feels great having cash sitting in the bank. Having cash helps a lot of us sleep at night. But…

Real estate investing is a common goal for many people—and for good reason. It offers the potential for passive income,…

“I make too much money to contribute to a Roth IRA.” I can’t tell you how often I hear this…

If you're waiting until tax time to think about tax strategy, you're making a mistake. There’s so much more you…

Owning a business has many benefits: But it also means you have a lot you need to think about. More…

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…

When starting a business, choosing the right structure is critical—it affects everything from daily operations to taxes, liability, and the…

Have you heard of a Health Savings Account (HSA)? If not, you’re not alone—HSAs are one of the most overlooked…

At one point or another, most people have heard how real estate is a powerful asset to own.  And it’s…

Retirement planning has changed dramatically over the years. Gone are the days when most people had pensions. Pensions would provide…

When it comes to personal finances, everyone seems to have a different opinion. Whether you are listening to your coworker,…

Does anyone ever end up in the career they dreamed of as a kid? I know for me, I certainly…