Financial planning meetings are opportunities for both spouses to ask questions and confirm their financial plan. During a marriage, many of the household tasks are divided. Finances tend to be one of these tasks. One person takes care of them, and the other pays...

We put together a quick honey-do and tips list for February tax and romance deadlines. It may seem contrary to think of Valentines Day and Tax Day at the same time, but for financial planners, it makes perfect sense. Whether you are single or together with someone,...

For those who are compensated partially or mostly in equity - as opposed to simply earning a salary - it’s important to plan for vesting, exercise, and sale. The tax code regarding equity compensation is fairly complex. Which means stock options provide opportunities...

Let a financial planner show you the variables involved in selling your business.   For many business owners, selling their business is one of the biggest financial transactions they’ll ever deal with. It’s an important decision that has significant ramifications...

  A good financial plan is an important tool for a happy retirement.   As you (now) know, a comprehensive financial plan is an important tool for a happy retirement and the ability to achieve your financial goals. It’s your road map to financial success....

Why is a comprehensive financial plan important?   For most Americans, a common financial goal is retirement. It requires saving and planning over time. It’s a journey, not unlike climbing a mountain such as Mt. Everest. No one decides one day to climb the...