Unlocking Your Options: Understanding Equity Compensation Plans
Marty Rascon, Wealth Management Associate Advisor | Brent Armstrong, CFP® Wealth Management Advisor, Partner | Thursday, September 21, 2023
Why is Equity Compensation Used? In today’s competitive landscape companies of all sizes, both private and public, look for innovative ways to attract top talent. One of the most common ways in which companies entice employees to join their teams is through a special form of payment called equity compensation, colloquially referred to as stock […]
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Why You Should Medi-Care About Social Security
Stone Churby, M.S., Wealth Management Associate | Chase Hayhurst, CFP®, Senior Wealth Management Advisor | Thursday, August 24, 2023
For those in or approaching retirement, cash flow and healthcare planning remain a top priority, and understanding the resources available is essential to developing a successful financial plan. Social Security (SS) benefits help retirees supplement cash flows and in turn, the withdrawal rate on their portfolio. Social Security can also provide benefits for individuals that […]
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How to Have Successful Conversations Around Wealth Transfer
Ryan Richardson, CFP®, Senior Wealth Management Advisor | Brooke Boone Kelly, CFP®, MACC, Wealth Management Advisor, Partner | Thursday, July 27, 2023
The much anticipated “Great Wealth Transfer” is looming on the horizon. Over the next few decades, an estimated $30 to $68 trillion will be passed down from baby boomers to their Gen X and millennial children (source: Forbes). Additionally, the current federal estate tax exemption is $12.92 million per person, or just shy of $26 […]
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10 Questions to Ask Your Financial Advisor
Yoshi Brownlee, Client Experience & Marketing Associate | Carolyn Taylor, President & Founding Partner | Thursday, June 15, 2023
Making decisions about your financial life can be daunting and difficult no matter the stage, but the choices you make now can have a major positive impact over time. Whether you are just thinking about getting started with professional financial advice, actively interviewing candidates or even heading into a quarterly review with your current advisor, […]
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Wealth in the Return
Chrissy Rhamy, Operations Associate | Aubrey Brown, CFP®, CRPC®, M.S. Wealth Management Advisor | Thursday, May 25, 2023
If you find taxes confusing, then you are not alone. Albert Einstein once said, “the hardest thing in the world to understand is the income tax.” While we outline many useful tax details in our Key Financial Data Sheet and even observed the US history of taxes in a prior blog post, it is truly the […]
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