New parents and grandparents are often eager to start helping out their kids and frequently ask this question, “What is the best way to start saving for my child?” 🤔 While there is no one right or wrong answer, the type of account you choose could make a big difference! This article will break down two of the most common savings vehicles for children, 529 College Savings Plans and Custodial Savings Accounts.
I often get asked about S Corps, LLC’s, Sole-Proprietorship and retirement account options and how they impact a small business owner from a planning perspective. First off, we are not CPA’s or Tax Attorneys focusing on business structure. That’s not a boring compliance disclaimer, but its’ actually important to realize that this is not just a tax decision but a legal and protection one.
Today I am going to answer a frequently asked question... “What differentiates you from other firms?” This is always one of my favorite questions to get asked by a prospective client on a Right Fit Call; in part because of WHEN it is being asked.
Wondering what you should do with your vested RSUs & ISOs? As a financial planner who works with tech and media professionals, I’m always fascinated by how people think about their employer stock. Here are the questions you should be asking about your vested stock and when you should be selling it.