Solo 401(k) vs. SEP IRA: Which Is Best for You?

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...

Got Equity Compensation? 5 Tips to Build It Into Your Financial Plan

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...

What You Need to Know About Equity Compensation

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...

How to Prioritize and Save for Multiple Financial Goals

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...

Key Steps to Take Within 5 to 10 Years of Retirement

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...

What You Need To Know About Real Estate Taxation

by Jason Epps | May 21, 2021 | Blog, High Income Earners, Tax Strategies

By Jason Epps, CFP®, CRPC® If you have decided to take the plunge into rental real estate properties, then you probably know how great a resource real estate is as a wealth-building tool. While not an altogether passive form of income, if they are managed well,...