Investment considerations for making year end planning decisions around your equity compensation.

Two years ago, my firm’s registration as a Registered Investment Advisor was approved by the state of VT. It has been an incredible journey.

Those who receive equity compensation are likely familiar with restricted stock or restricted stock units (RSUs). What's the difference?

Estate planning can present many challenges. When done right, it ensures your wishes are followed and your loved ones are cared for.

Tax planning and charitable giving go hand in hand. Here are fundamental steps to maximize your giving strategy.

Corporate equity benefits can add value to your finances. Learn to create a plan to maximize your compensation and minimize your tax bill.

Your portfolio plays a significant role in your financial life. Here are three basic tenets to crafting a balanced investment portfolio.

Filing US tax returns when you live and work abroad can add significant complexity to the process - you may have learned that the hard way.

In this time of the coronavirus pandemic, I wanted to spend some time discussing Advance Directives.

Due to recent stock market volatility, I wanted to share how we're guiding our clients through this time and focusing on the long-term.

Most people have never worked with a planner before – so I wanted to share how financial planning can impact your life in a meaningful way.

Books about planning, books not about planning - books I have enjoyed reading recently

While it is unlikely that tax planning is a priority during the holiday season, I wanted to share some final thoughts before the year closes

Despite how scary they may be, taxes are really the shadow aspect of financial planning, since they underlie almost all financial decisions.

The topic this month is about feeling stuck in your financial life, whether from a new situation or from one that has long gone unattended.