Financial Blog

Estate planning for non-resident, non-citizens with US assets involves complex transfer tax rules, limited exemptions, and cross-border legal challenges. Without specialized guidance, families risk high taxes, administrative hurdles, and uncertain legacies. This post explores key issues — from US situs assets to domicile, trust structures, and timing strategies — to help you build a thoughtful, integrated plan that protects wealth and provides peace of mind.

Maximize the benefits of your cash balance plan as an executive. Discover strategies to accelerate retirement savings, reduce tax burdens, and coordinate with your overall financial plan for lasting security.

Explore thoughtful strategies for integrating stock options and RSUs into your retirement plan to manage risk, taxes, and income timing.

Learn how deferred compensation plans help executives save beyond 401(k) limits, smooth income, and fund early retirement with tax-efficient strategies.

Explore thoughtful strategies for managing complex compensation — including deferred pay and equity — to build a clear, actionable financial plan aligned with your goals.

Unlock the full potential of your stock options with expert planning that aligns timing, tax strategy, and risk management. Whether you hold NQSOs or ISOs, thoughtful guidance can help you navigate tax complexities, optimize cash flow, and build lasting wealth with confidence. Learn actionable insights to transform your equity compensation into a strategic financial asset.

A high-level overview of the tax implications when RSUs vest, ISOs and NQSOs are exercised, and resulting shares from each of these methods

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.

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.

There is very little regulation around the title "financial advisor" - so it's critical to understand the potential conflicts of interest.

Understanding income sourcing rules is key to helping your clients avoid paying taxes to multiple countries on the same income.

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.

Since the information on SSA.gov leaves something to be desired, here’s how to maximize your spouse’s benefits.

Wondering how to become an accredited investor? Learn how you can gain access to products not available to most retail investors.

Whether you plan on combining finances after marriage or not, consider the pros and cons of joint bank accounts, merging accounts and more.

Learn about financial planning for women at each stage of life encountered by most women or their friends over the course of a lifetime.

There are many different factors to consider when choosing a financial advisor. Find the best advisor for you by asking these questions.

Learn what an Employee Stock Purchase Plan (ESPP) is and the potential benefits of buying your company's stock at a discount.

Are you thinking about leaving your current employer to start a new job? Make these smart money moves along the way.

Business executives have unique financial planning needs. A specialist financial advisor serving this niche can help you achieve your goals.

Technology professionals have unique financial planning needs. A specialist financial advisor serving this niche can help you reach your goa