Financial Blog

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.

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.

Learn about the Qualified Small Business Stock (QSBS) exemption and Internal Revenue Code section 1202 rules for QSBS tax treatment.

An outline of some of the steps you can take now to rebalance your portfolio and set yourself up for success in the New Year

Using Donor Advised Funds (DAFs) and Qualified Charitable Distributions (QCDs) for tax efficiency.

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

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.

Most people who reach out to me have never worked with a financial planner before. They seek clarity and a less stressful path to their goals but feel intimidated by the process. Comprehensive financial planning starts not with numbers, but with understanding what matters most. Together, we craft a personalized roadmap that turns anxiety into confidence and creates freedom through clarity and ongoing partnership.

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

Discover how reviewing past tax returns and taking proactive year-end steps can bring clarity, reduce surprises, and strengthen your financial plan.