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Life is Full of Taxes

Category: Financial Planning
By Ross Polking
11/15/2019
As the calendar races to a close, it’s important to consider the impact of selling securities in a non-qualified (aka brokerage or non-retirement) account. While everyone’s situation is different, it’s important to understand the basics.

Money Can’t Buy Happiness, or Can It?

Category: Financial Planning
By Caleb Brown
10/29/2019
The book Happy Money: The Science of Happier Spending by Elizabeth Dunn & Michael Norton has changed the way I think and feel about spending. It’s based on academic research that identifies ways that spending can increase our joy, something I didn’t think possible before reading this book!

Single Stock: Too Much of a Good Thing?

Category: Financial Planning
By Marcus Iwig
10/25/2019
Executives often have a significant portion of their wealth in their company stock. For retiring or retired executives, or those who have more than their holding requirements, we work to determine how much, if any, they should continue to hold and how to tax-efficiently decrease their exposure as needed.

Who Run the World? Girls!

Category: Financial Planning
By Brittany Heard
10/15/2019
Women currently influence nearly half the wealth in the United States and will likely influence 75% of the wealth by the year 2030.

Life is Full of Taxes

Category: Financial Planning
By Ross Polking
11/15/2019
As the calendar races to a close, it’s important to consider the impact of selling securities in a non-qualified (aka brokerage or non-retirement) account. While everyone’s situation is different, it’s important to understand the basics.

Money Can’t Buy Happiness, or Can It?

Category: Financial Planning
By Caleb Brown
10/29/2019
The book Happy Money: The Science of Happier Spending by Elizabeth Dunn & Michael Norton has changed the way I think and feel about spending. It’s based on academic research that identifies ways that spending can increase our joy, something I didn’t think possible before reading this book!

Single Stock: Too Much of a Good Thing?

Category: Financial Planning
By Marcus Iwig
10/25/2019
Executives often have a significant portion of their wealth in their company stock. For retiring or retired executives, or those who have more than their holding requirements, we work to determine how much, if any, they should continue to hold and how to tax-efficiently decrease their exposure as needed.

Who Run the World? Girls!

Category: Financial Planning
By Brittany Heard
10/15/2019
Women currently influence nearly half the wealth in the United States and will likely influence 75% of the wealth by the year 2030.

Cheers to Johnny D!

Category: Financial Planning
By Travis Rychnovsky
10/02/2019
Looking back on the six or so years I knew Johnny D, two big themes emerge from his life that are worth us carrying forward.

Retirement is Just the Start!

Category: Financial Planning
By Joe Bantz
09/25/2019
We often find ourselves seeking the “finish line” where we no longer need to earn more income. But when it arrives, many folks find they have only just begun to impact the world the way they want.