What are restricted stock units (RSUs)?

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...

Equity compensation- what you need to know

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...

How Do Stock Options Impact Your Tax Liability?

by Jason Epps | Feb 29, 2024 | Blog, Equity Compensation, High Income Earners

By Jason Epps, CFP®, CRPC®  If you’re an employee, taking time to understand your benefits package is crucial for making informed decisions about your compensation—and financial future. In addition to health insurance and retirement plans, stock options play a...

5 Strategies for Saving Taxes in Retirement

by Tricia Lepofsky | Feb 1, 2024 | Blog, High Income Earners, Retirement Planning

By Tricia Lepofsky, ChFC®     If you find yourself dreaming about retirement, chances are high that taxes aren’t the first thing that comes to mind. But here’s a nugget of wisdom: Giving attention to your tax situation can make a big difference in your...

Don’t Let Your Emotions Control Your Wealth

by Tricia Lepofsky | Jan 2, 2024 | Blog, High Income Earners

By Tricia Lepofsky, ChFC®     Some of the most common financial mistakes people make are not necessarily due to the inability to manage finances. The real challenge often lies in the ability to control emotional responses to money matters.     In...

Your End-of-the-Year Checklist for Small Business Owners

by Jason Epps | Dec 1, 2023 | Blog, High Income Earners, Small Business

By Jason Epps, CFP®, CRPC®      As the calendar approaches its final pages and the holiday season draws near, it’s a pivotal moment for small business owners to take stock of their operations and financial standing. While many are focused on festivities and...