by Jason Epps | Jun 6, 2025 | Blog, Investment Management, Uncategorized
Everyone’s asking the same question – but most are focusing on the wrong answer. The warning signs are everywhere: J.P. Morgan lowered recession probability but it’s still uncomfortably high, consumer sentiment has plummeted to five-year lows, and policy...
by Jason Epps | Apr 14, 2025 | Blog, High Income Earners, Self-employed, Small Business, Uncategorized
When I was a kid, I always knew spring had officially arrived—not because of the warmer weather or blooming flowers, but because my mother would clean out the pantry. Every year, like clockwork, she’d pull everything off the shelves, check expiration dates, and...
by Jason Epps | Mar 20, 2025 | Blog, Eguide Equity Comp, Equity Compensation, High Income Earners, Uncategorized
If you’re an Amazon employee, you likely have a substantial RSU package that could potentially transform your financial future. There’s just one problem: Amazon’s unique vesting schedule can feel confusing and overwhelming. If you feel this way, you’re not...
by Jason Epps | Feb 18, 2025 | Blog, Eguide Equity Comp, Equity Compensation, High Income Earners, Uncategorized
Dealing with stock options can be tough. From figuring out when and how to exercise, to dealing with complex taxes and the pressure of managing expiration dates, it can quickly feel overwhelming. However, figuring out these challenges is vital because stock options...
by Jason Epps | Feb 5, 2025 | Blog, High Income Earners, Tax Strategies, Uncategorized
Nobody likes paying taxes—that’s the truth. Taxes are often the biggest expense people face in their lifetime. But what if there was a way to keep more of your hard-earned money by minimizing the tax hit? There are strategies out there that can help you reduce...
by Jason Epps | Jan 17, 2025 | Blog, High Income Earners, Tax Strategies, Uncategorized
The start of a new year always feels full of possibility. It’s like a fresh chapter, giving you a chance to set goals and make changes to set yourself up for the months ahead. But for high-income earners, it’s more than just about New Year’s resolutions. It’s the...
by Jason Epps | Nov 7, 2024 | Blog, High Income Earners, Tax Strategies, Uncategorized
As December 31 approaches, it’s crucial for high-income earners to reflect on year-end tax planning strategies. With the potential for tax changes on the horizon in 2024, now is the perfect time to ensure you’re maximizing your savings and securing your family’s...
by Jason Epps | Sep 12, 2024 | Blog, Eguide Equity Comp, Equity Compensation, High Income Earners, Uncategorized
If you’ve been granted Restricted Stock Units (RSUs) as part of your compensation package, you might be wondering how they’ll affect your taxes. It’s a smart question to ask, because RSUs can have significant tax implications that aren’t always...
by Jason Epps | Aug 29, 2024 | Blog, Eguide Equity Comp, Equity Compensation, High Income Earners, Uncategorized
Equity compensation and stock-based rewards, such as restricted stock units (RSUs), have become increasingly common in today’s job market. However, if you’re new to the concept, it’s easy to get lost in the jargon and miss out on the potential benefits. If...
by Jason Epps | Aug 15, 2024 | Blog, Eguide Equity Comp, Equity Compensation, High Income Earners, Uncategorized
There’s a reason your employer offers you equity comprensation: 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 of the company, it’s a win-win...
