What You Need to Know About Equity Compensation

What You Need to Know About Equity Compensation

By Jason Epps, CFP®, CRPC®  There’s a reason your employer offers you a benefits package; it’s an incentive for you to stay with the company and a reward for your hard work and loyalty. Additionally, if your employer can align your financial well-being with that...
How to Prioritize and Save for Multiple Financial Goals

How to Prioritize and Save for Multiple Financial Goals

By Jason Epps, CFP®, CRPC® It seems like no matter how much money you make, there’s always more things to spend it on. Whether it’s home renovations, an upgraded car, retirement savings for yourself, or tuition for your children, it can seem like staying on track to...
What You Need To Know About Real Estate Taxation

What You Need To Know About Real Estate Taxation

By Jason Epps, CFP®, CRPC® If you have decided to take the plunge into rental real estate properties, then you probably know how great a resource real estate is as a wealth-building tool. While not an altogether passive form of income, if they are managed well,...
Are You Considering Investing In Real Estate?

Are You Considering Investing In Real Estate?

By Jason Epps, CFP®, CRPC® Financially savvy people usually have a plan in place for investing, typically through 401(k)s or IRAs. But many are missing out on the opportunity to diversify their portfolio through the avenue of real estate investing. Sometimes this is...