by Jason Epps | Oct 27, 2025 | Blog, High Income Earners, Uncategorized
TL;DR: DIY financial planning works great early on. But once you’ve reached a certain level of income, built up meaningful assets, or have more complex compensation like equity awards, the cost of mistakes quickly outweighs the cost of proper guidance. This guide...
by Jason Epps | Aug 25, 2025 | Blog, High Income Earners, Uncategorized
Same asset, completely different rules. Whether you inherited an IRA from a spouse or parent determines whether you can stretch distributions over decades or must empty the account within 10 years. This distinction could mean the difference between financial...
by Jason Epps | Jul 21, 2025 | Blog, High Income Earners, Investment Management, Retirement Planning, Tax Strategies, Uncategorized
The “One Big Beautiful Bill Act” just became law, and if you’re wondering what it means for your taxes, you’re not alone. This isn’t your typical tax overhaul—instead, it’s a strategic mix of making existing benefits permanent while...
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...
