by Jason Epps | Mar 24, 2022 | Blog, High Income Earners
By Jason Epps, CFP®, CRPC® It’s pretty rare these days to hear anyone complain about a lack of options. Whether it’s selecting a restaurant or finding a doctor, the multitude of choices can feel overwhelming. When it comes to choosing a financial advisor, the stakes...
by Tricia Lepofsky | Feb 23, 2022 | Blog, High Income Earners, Retirement Planning, Self-employed
By Tricia Lepofsky As a small business owner or self-employed individual, it can be hard to save for retirement when there are so many other aspects of your life and business to worry about. Too often, retirement planning ends up on the bottom of the to-do list. Even...
by Tricia Lepofsky | Dec 8, 2021 | Blog, Equity Compensation, High Income Earners
By Tricia Lepofsky As we discussed in the first article in this series, equity compensation has become an increasingly popular option for many employers. It provides loyalty and employee benefits without the upfront cost required to increase base salaries or...
by Jason Epps | Nov 11, 2021 | Blog, Equity Compensation, High Income Earners
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 of...
by Jason Epps | Oct 12, 2021 | Blog, High Income Earners
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...
by Tricia Lepofsky | Aug 5, 2021 | Blog, High Income Earners, Retirement Planning
By Tricia Lepofsky Creating a comfortable retirement can be the biggest financial challenge you face when establishing a comprehensive financial plan. The good news is that if you are later in your career, you may have more opportunities to put more money toward your...
