The recently passed One Big Beautiful Bill Act (OBBBA) has reshaped the landscape for charitable giving, and for high-net-worth individuals, the changes can be significant. In this video, I’ll explain some key points: How the new tax law impacts the value of your charitable gifts When it might make sense to itemize versus take the […]
Category Archives: Financial Planning
Financial Planning, Retirement
Should You Roll Over Your Old 401(k)? The Hidden Costs of Leaving It Behind
25
Aug
Aug
If you’re a corporate executive, you might have at least one 401(k) plan lingering from a prior employer. It’s just sitting there—unwatched, unmanaged, and probably not doing anything wrong… but not exactly doing anything strategic, either. I get it — you’re busy. You have teams to lead, goals to hit, and maybe even inboxes you […]
27
May
May
When you’re going through a career transition—whether it’s a promotion, a company exit, or even early retirement—your financial to-do list can be long and complicated. Among the most overlooked (and misunderstood) elements of executive compensation are the non-qualified deferred compensation (NQDC) plans for a) salary reduction arrangements and b) bonus deferral plans. If you’re fortunate […]
Financial Planning
Top 4 Critical RSU Stock Award Mistakes to Avoid: Tax Traps, Planning Errors & Investment Risks
07
May
May
Restricted Stock Units (RSUs), otherwise known as stock awards, can be a powerful component of your compensation package, offering the potential to build wealth over time. But, without proper planning and understanding, they can also lead to unintended financial consequences. If you’re not careful, RSUs can become a tax trap, expose you to too much […]
Financial Planning
How Tariffs and Inflation Could Impact Your Portfolio: What Investors Need to Know
03
Apr
Apr
The Emotional Impact of Economic Change Headlines about economic changes, particularly those involving tariffs, can trigger strong emotions among investors. The uncertainty surrounding trade policies and inflation can lead to fear-driven decision-making, which can be detrimental to long-term financial health. Many investors are asking: How will recent tariffs impact my portfolio? While no one can […]
13
Mar
Mar
Are you a government or corporate employee who’s concerned about layoffs? If so, you’re not alone. As of March 2025, the United States has experienced significant layoffs across both federal and private sectors. In February alone, layoffs surged to 172,017, the highest monthly total since the onset of the COVID-19 pandemic. Whether you are a […]
06
Mar
Mar
The first couple of months of 2025 have seen some volatility in the stock market and frequent headlines related to tariffs, inflation, policy changes, and geopolitical issues around the globe. “Should I be worried?” is a question on the minds of many investors this week. While market volatility and media headlines may tempt investors to […]
13
Aug
Aug
Getting your insurance organized can help give you financial peace of mind, avoid surprises, and fill potential gaps in your financial plan. Here are some common mistakes we see in insurance planning. Waiting too long to buy coverage Premiums for life insurance and long-term care only increase in price as you get older. Lock in […]
Financial Planning, Money Marathon
Three Potential Opportunities Investors and Marathon Runners Could Miss When Using a ‘Set-It-and-Forget-It’ Strategy
18
Jul
Jul
Do you worry about missing opportunities to protect and maximize your 401(k)? If so, you’re not alone. You’re like many of the successful clients we serve who just don’t have the time, the energy, the tools, or the expertise to customize, monitor, and execute their 401(k) strategy. If you’d rather watch the video version of […]
17
May
May
In today’s blog post, we will dive into five critical wealth management questions to ask during an employment change. Sometimes, employment changes can feel overwhelming when you have to deal with benefits, taxes, and income adjustments. I hope today’s post will give you some clarity and confidence as you make financial decisions when making employment […]