Financial Blog

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

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

A Certified Financial Planner (CFP) has the knowledge, experience and ethics needed to offer sound financial advice to their clients.

Are you a "High Earner Not Rich Yet" (HENRY)? Learn the tools you need to start financially planning for your future and growing your wealth

For the second topic, I wanted to focus on equity compensation in the context of cross-border situations, because, frankly, this is the...

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.

Making sure you know what you don't know.

Looking back & looking ahead

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.

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 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.

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