Tag: Tax Planning

Take your financial confidence to the next level!

Year End Tax Planning Tips

16 Simple Year-End Tax Planning Strategies (2018)

You may have heard that the tax reform that was passed at the end of 2017 will have a dramatic impact on tax filers moving forward. Although most people will be benefiting from lower taxes than in previous years, there are still key strategies that are relevant to review as you prepare for the end of the year. I will layout 16 simple year-end tax planning strategies that range from maximizing your tax efficiency, tax…
Read more


October 29, 2018 0

New Entrepreneur Financial Strategy Guide

Congratulations on your being an entrepreneur! One of the often overlooked aspects of going out on your own is being able to build your strategy from the ground up. Most new ventures have to start with an income of $0 the first day and it becomes a building process of both spreading the word about you, your service, or product and most importantly delivering value. Starting from scratch isn’t all that bad though, as there…
Read more


May 1, 2018 0
When to sell RSUs

Restricted Stock Unit (RSUs) Strategy Guide

RSU’s or Restricted Stock Units are a common part of tech employees compensation packages. I have helped many clients and their spouses understand how to utilize their RSU benefits to their advantage with planning. Retirement accounts and manageable investments receive much of the attention from other financial planners. In this post, I want to focus on providing you a RSU strategy guide.   Most employers that offer stock as a form of compensation have switched…
Read more


January 29, 2018 0
Social media & sharing icons powered by UltimatelySocial