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Financial Planning

Concentrated Stock Positions Series, Part 2: Restricted Stock Units (RSUs)

December 3, 2018
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Written by Marcus Dusenbury, Financial Advisor So you just got restricted stock from your employer . . . now what? Restricted Stock Units (RSUs) have become an increasingly popular corporate benefit over the past decade.  Companies recognize that their stock can effectively attract and retain talented employees.  As part of a compensation package, therefore, your…

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Concentrated Stock Position Series, Part 1: Employee Stock Option Plans (ESO Plans)

November 26, 2018
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Written by Marcus Dusenbury, Financial Advisor So you just got stock options from your employer . . . now what? Employee stock option plans (ESO plans) have been around for a few decades now.  They are an employee benefit plan through which companies offer employees “options” to buy shares of the employer stock at a…

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What Will Retirement Look Like for You?

October 8, 2018
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Written by Mark Jaeger, CFP® For most of the last century, people either worked their entire lives (as long as they were physically able) or else they “retired” at around age 65 and lived out their few remaining years at home in rest and relaxation.  Today, retirement is different.  People commonly live 20 or 30…

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What to do if you have too much cash

September 27, 2018

Written by Matt Boelter, Financial Advisor. Original article posted on Market Watch here.

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Tax & Estate Planning with Charitable Trusts

September 10, 2018
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Written by Bruce Yates, Financial Advisor & Doug Custer, CFP® Investment assets have two primary benefits: the income they produce, and their hopefully increasing value.  With Charitable Trusts, charitably inclined investors can support their chosen charity or foundation by donating one of these two components (principal or income), while retaining the other for themselves or…

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Optimizing the Tax Impact of Charitable Giving Under the New Tax Law

September 4, 2018
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Written by Doug Custer, CFP Beginning at age 70½, IRA owners must start taking Required Minimum Distributions (RMDs) each year from their IRA accounts.  Unless you have made after-tax contributions in the past, these distributions are taxable as ordinary income. However, if you are charitably inclined, your RMDs can not only help you deduct more…

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5 Ways to Play the New Tax Law

August 27, 2018
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Written by Joe Erickson, CPA The new tax law—known officially as the Tax Cuts and Jobs Act (TCJA) and signed into law in December 2017—took effect at the beginning of the 2018 tax year. Among its major adjustments, the TCJA almost doubled the standard deduction, lowered tax brackets, repealed the Affordable Care Act’s individual mandate,…

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Financial Fitness for Women

July 9, 2018
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Written by Mary Ann Ferreira, CFP®, CDFA™, AIF® Original article posted on Market Watch Here

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Two solutions for elderly parents who are house rich but cash poor

June 25, 2018
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Written by Bruce Yates, Financial Advisor A Common Financial Conundrum If your parents are getting on in years, they may find themselves facing a situation shared by many older Americans. The majority of their wealth may be tied up in the house they bought decades ago, while their liquid assets—cash and securities that can be…

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How Can You Manage Your Debt?

May 28, 2018
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Understanding how much debt you can handle and being smart about managing it can help you pursue long-term financial goals. Consider the following tips when analyzing how much you owe. 1. Calculate how much debt you carry. Although there are exceptions for special situations, many mortgage providers consider the most attractive candidates to be those…

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