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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Year End Equity Comp Planning: Investments (1 of 3)

Malissa Marshall, CFP®, MS Tax, EA

Nov 3, 2021
6 min

Year End Equity Comp Planning: Investments (1 of 3)

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

41 views

Malissa Marshall, CFP®, MS Tax, EA

Dec 11, 2019
3 min

Do Not Go Gently 🕯

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

88 views

The Ghost of Tax Returns Past 😱 - Gaining Perspective

Malissa Marshall, CFP®, MS Tax, EA

Nov 6, 2019
4 min

The Ghost of Tax Returns Past 😱 - Gaining Perspective

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

41 views

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