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RSUs

Restricted Stock Units (RSUs) – How They Work & 6 Common Misconceptions

RSUs are a form of compensation issued by employers to employees in the form of company equity, or shares. RSUs ...

sunset tax cuts and jobs act

The Sunset of the Tax Cuts and Jobs Act: Financial Planning Considerations

When the Tax Cuts and Jobs Act (TCJA) went into effect in December 2017, it enacted several major changes, including ...

emotional intelligence EQ

Emotional Rescue: Why Emotional Intelligence (EQ) Matters, in Wealth Advising and in Life

Reprinted with permission from Randy Kaufman. Randykaufman.com© with research assistance from Dustin Lowman, Guitar & Pen What is a wealth ...

college to pro athlete

Navigating the Financial Transition: From College Athlete to Pro

The landscape of amateur athletics underwent a significant shift with the implementation of the Name, Image, and Likeness (NIL) policy, ...

art & collectibles appraisal

Trust & Estate Considerations for Art & Collectible Owners and Inheritors

Owning and ultimately gifting art and collectibles brings unique challenges to its current owners and potential inheritors. Unlike traditional investments ...

dentist financial planning

Financial Planning for Dentists: Navigating the Unique Challenges

In many ways, the dental profession is thriving and provides a rewarding career for entrepreneurs. Consider that the median pay ...

Backdoor Roth IRA

Is a “Backdoor Roth IRA” a good idea?

This is a question that is coming up more frequently, especially from those who wish to defer taking money from ...

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