Katy

One reason clients seek out a financial planner is to figure out what to do

RMD refers to the Required Minimum Distribution from a qualified retirement account. “Qualified” means that

We often hear from clients that they want to simplify their investments and accounts. Simplify

A few weeks ago, I packed for a 6-day family vacation with three generations and

At the end of the year, we often think about taxes. The answers depend on

It’s that time of year again – open enrollment for Medicare and insurance coverage through

Before diving into a stock option plan, it’s important to decide how the decision fits

One way to think about uncertainty in retirement is with Monte Carlo analysis, which models different possible investment returns. It helps us compare different retirement scenarios and identify options that are more (or less) likely to make your money last.

When tech workers first get stock options, they may be excited, having heard stories of people making millions with stock options.  They may also feel nervous because they’ve heard stories of big tax bills.

Our equity comp framework uses your priorities to design a strategy for your company stock. When we start from a point of considering each person’s priorities (instead of just their tax return), we can see how two employees with the same stock awards at the same company can make completely different decisions that are the right choice for them.