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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Mountain landscape symbolizing the journey toward financial security and well-crafted retirement planning.

Beyond the 401(k): Deferred Compensation Strategies for High Earners

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

Retirement Planning

Malissa Marshall, CFP®, MS Tax, EA

Aug 174 min read

Mountain range under a clear sky symbolizing the clarity and perspective needed to manage complex financial compensation.

From Overwhelmed to Empowered: Demystifying Executive Compensation for High-Income Professionals

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

Executive Compensation

Malissa Marshall, CFP®, MS Tax, EA

Jan 24, 20245 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

Equity Compensation

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

Year End Planning

Malissa Marshall, CFP®, MS Tax, EA

Nov 1, 20235 min read

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