Here's What We Think

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.

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.