Enhance Today | Enrich Tomorrow
We all have those milestones in life that we enjoy reflecting on or looking forward to. Graduations, weddings, and births of children are a few that stick out. However, there are financial milestones that are also important to remember. While…
Equity compensation has increasingly been used as part of tech employee’s annual compensation. The most popular form we see are Restricted Stock Units (RSUs). They’re also one of the easiest methods to understand as they are essentially W2 income. RSUs…
With Grandparents day around the corner, this week we’re breaking down helpful financial planning strategies for grandparents. Many grandparents have dreams of sharing the fruits of their labor with their families. However, sharing your wealth effectively takes careful planning….
How flexible is your retirement income strategy? When I think about retirement income I always remember Jerry’s Nana on Seinfeld who lived on a “very fixed income.” She sent Jerry a check for $10 every year on his birthday which…
The Mega Backdoor Roth IRA could be the secret weapon you have yet to use in your retirement saving strategy. If you consider yourself a super saver, looking for alternative ways to save tax efficiently, this could be a great…
Did you know you may be able to take your 401(k), 403(b), or 457 plan and roll it into another type of retirement account while you are still working? Keep reading to find out the difference between regular 401(k) distributions…
Stock options can be one of the most lucrative benefits of your job, but they can also be a tax land mine. Our resident tax professional, Will Holt, joins us this week to help you build a framework to consider…
Recently the Internal Revenue Service has been sending out a lot of CP11 notices regarding the 2020 Recovery Rebate Credit being reported incorrectly on 2020 tax returns. If you find yourself receiving one of these letters from the IRS stating…
As companies grow to become some of the largest firms trading on the US stock market, the returns that push them there can be impressive. But not long after joining the Top 10 largest by market cap, these stocks, on…
Compared to 2020, the summer of 2021 has been exciting for most people. Many parts of the country are getting back to normal and there is plenty of fun to be had. But with that fun can come extra spending….
