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Financial Blog
Longer-form articles addressing some of the more complex financial planning, investment, and tax planning issues we frequently address.
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When "More Money, More Problems" Becomes Real: Navigating Complex Compensation for High Earners
The obvious benefit of earning more money is clear: more money. More money allows you to think beyond basic financial security for...
Malissa Marshall, CFP®, MS Tax, EA
Jan 24, 20244 min read
Your Guide to Understanding Stock Options: An Owner's Manual
Stock options aren’t the proverbial “holy grail” of wealth - the process of effectively harvesting true wealth requires significant planning
Malissa Marshall, CFP®, MS Tax, EA
Jan 10, 20247 min read
Year End Planning for Equity Compensation: Tax Implications - Part 2 of 6
A high-level overview of the tax implications when RSUs vest, ISOs and NQSOs are exercised, and resulting shares from each of these methods
Malissa Marshall, CFP®, MS Tax, EA
Nov 1, 20235 min read
How to File US Tax Returns as a Foreign National - Part II
With Part I as a starting point, I now want to walk you through a few planning opportunities to consider when becoming a US tax resident.
Malissa Marshall, CFP®, MS Tax, EA
Oct 18, 20235 min read
How to File US Tax Returns as a Foreign National - Part I
In this article (first of a two-part series), we provide a high-level overview of filing requirements for those who are not US citizens.
Malissa Marshall, CFP®, MS Tax, EA
Oct 4, 20236 min read
What Is a "Financial Advisor"? A Look Inside the Financial Services Industry
There is very little regulation around the title "financial advisor" - so it's critical to understand the potential conflicts of interest.
Malissa Marshall, CFP®, MS Tax, EA
Sep 20, 20236 min read
Cross-Border Tax Notes #3 - What is Foreign Source Income?
Understanding income sourcing rules is key to helping your clients avoid paying taxes to multiple countries on the same income.
Malissa Marshall, CFP®, MS Tax, EA
Sep 15, 20235 min read
What I’m Doing Now
I thought it might be interesting to share a peek behind the curtain, so to speak – a look into how I spend my days running two businesses.
Malissa Marshall, CFP®, MS Tax, EA
Sep 6, 20233 min read
How to Maximize Your Spouse’s Social Security Benefits
Since the information on SSA.gov leaves something to be desired, here’s how to maximize your spouse’s benefits.
Malissa Marshall, CFP®, MS Tax, EA
Aug 23, 20233 min read
How to Become an Accredited Investor
Wondering how to become an accredited investor? Learn how you can gain access to products not available to most retail investors.
Malissa Marshall, CFP®, MS Tax, EA
Aug 9, 20233 min read
Is Combining Finances After Marriage Right For You?
Whether you plan on combining finances after marriage or not, consider the pros and cons of joint bank accounts, merging accounts and more.
Malissa Marshall, CFP®, MS Tax, EA
Jul 26, 20238 min read
Financial Planning for Women by Life Stage
Learn about financial planning for women at each stage of life encountered by most women or their friends over the course of a lifetime.
Malissa Marshall, CFP®, MS Tax, EA
Jul 12, 202311 min read
Top Questions to Ask a Financial Advisor
There are many different factors to consider when choosing a financial advisor. Find the best advisor for you by asking these questions.
Malissa Marshall, CFP®, MS Tax, EA
Jun 28, 20233 min read
Your Employee Stock Purchase Plan (ESPP) – What You Need to Know
Learn what an Employee Stock Purchase Plan (ESPP) is and the potential benefits of buying your company's stock at a discount.
Malissa Marshall, CFP®, MS Tax, EA
Jun 14, 20234 min read
Don't Change Jobs Until You Make These Smart Money Moves
Are you thinking about leaving your current employer to start a new job? Make these smart money moves along the way.
Malissa Marshall, CFP®, MS Tax, EA
May 24, 20234 min read
Financial Planning for Busy Executives
Business executives have unique financial planning needs. A specialist financial advisor serving this niche can help you achieve your goals.
Malissa Marshall, CFP®, MS Tax, EA
May 10, 20235 min read
Financial Planning for Technology Professionals
Technology professionals have unique financial planning needs. A specialist financial advisor serving this niche can help you reach your goa
Malissa Marshall, CFP®, MS Tax, EA
Apr 26, 20236 min read
The QSBS Exemption Tax Benefit (IRC Section 1202)
Learn about the Qualified Small Business Stock (QSBS) exemption and Internal Revenue Code section 1202 rules for QSBS tax treatment.
Malissa Marshall, CFP®, MS Tax, EA
Apr 12, 20235 min read
What is a Certified Financial Planner (CFP)?
A Certified Financial Planner (CFP) has the knowledge, experience and ethics needed to offer sound financial advice to their clients.
Malissa Marshall, CFP®, MS Tax, EA
Mar 22, 20234 min read
Do You Make Good Money, but You're Not Rich Yet? You Might be a HENRY
Are you a "High Earner Not Rich Yet" (HENRY)? Learn the tools you need to start financially planning for your future and growing your wealth
Malissa Marshall, CFP®, MS Tax, EA
Mar 8, 20236 min read
Cross-Border Tax Notes #2 - Equity Compensation Earned in Multiple Countries
For the second topic, I wanted to focus on equity compensation in the context of cross-border situations, because, frankly, this is the...
Malissa Marshall, CFP®, MS Tax, EA
Feb 3, 20234 min read
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