Should You Participate in Your Employee Stock Purchase Plan?

by Jason Epps | May 3, 2023 | Blog, Equity Compensation, High Income Earners

By Jason Epps, CFP®, CRPC®  It’s no secret that top-notch employers are always on the hunt for the quality talent out there. And to secure that talent, they know they need to offer some serious perks. From comprehensive healthcare insurance to plush retirement plans,...

How to Tie Your Financial Goals to Your Personal Values

by Jason Epps | Mar 1, 2023 | Blog, High Income Earners

By Jason Epps, CFP®, CRPC®  With a new year underway, have your resolutions fallen by the wayside? Perhaps you wanted your finances to reflect your personal values—but you don’t know where to start.  If you’re taking the time to think about what you want to do this...

Why You Should Consider Sending Your RMDs Directly to a Charity

by Jason Epps | Jan 4, 2023 | Blog, High Income Earners, Tax Strategies

By Jason Epps, CFP® You’re already prioritizing charitable giving as part of your overall financial picture, so why not streamline the process and employ a tax-mitigation strategy?  If you’re taking an RMD (required minimum distribution) and giving to charity, learn...

Saving Money on Taxes With a Donor-Advised Fund

by Jason Epps | Oct 5, 2022 | Blog, High Income Earners, Tax Strategies

By Jason Epps, CFP®, CRPC®  Giving back is a great way to use your money. You could always buy a bigger TV or some designer clothes, but that doesn’t add value to the world and to your community like giving back does. Making charitable donations is rewarded with more...

Should You Keep That Rental Property?

by Jason Epps | Sep 14, 2022 | Blog, High Income Earners, Investment Management

By Jason Epps, CFP®, CRPC®  Owning real estate is one of the most attractive investments as it provides owners with a steady stream of income and it’s considered “passive.” As a rental property owner, you have likely figured out that being a landlord is anything but...