Category: Financial Planning

Generating wealth and retaining wealth can be two conflicting skillsets, especially when a major source of that wealth is a concentrated stock position. The former requires bold risk-taking, optimism, and allowing eggs to pile up in one basket. The latter requires planning, humility, being proactive, and a certain degree of paranoia. Navigating this shift in [...]

The long warm summer we’ve enjoyed in the Pacific Northwest is officially transitioning into fall. With the cooler temperatures and changing leaves, our thoughts turn toward the holidays, gift giving season, and how we can make an impact in our community before the year is over. When it comes to making a charitable impact through [...]

Pride Month has become a widespread movement to vocalize support and raise awareness around LGBTQ+ issues. It’s a time to come together and celebrate the contributions of the LGBTQ+ community, commemorate the historical impact, and acknowledge the continued struggle for visibility and equal legal rights across the country. However, it’s important to recognize that celebrating Pride [...]

Just as marriage can have a major impact on a person’s financial situation, so can a divorce. The end of a marital union typically brings lifestyle changes for each spouse. These adjustments require careful consideration and planning. Since the events of 2020, top matrimonial attorneys are seeing a 50% increase in potential client inquiries. If [...]

One of the most common questions we receive at the onset of a new relationship is, “how do I know if my spending is reasonable?” High-income families often lack clarity on what their annual budget is and how that spending may change when they decide to retire. Our goal in reviewing expenses is to provide [...]

Companies are always looking for relatively inexpensive ways to increase the odds of getting the best workforce to join them. In the Technology sector, these ‘inexpensive’ incentives often translate into offering employees stock awards. By offering workers this interesting ‘carrot,’ they offer ownership in the company in return for their tenure and a job well [...]

While you likely grew up in a household where your parents took care of you, what happens when the tables turn, and they need you to take care of them? On top of the unpleasant emotions of seeing a parent age or decline in health, this role reversal often leaves you responsible for your parents’ [...]

June is always a great month – welcoming in summer, longer sun-filled days, and tons of rainbows everywhere.  Rainbow flags, that is.  Along with the summer solstice and all things vitamin D, June is Gay Pride Month, where everyone has that uncle/cousin/sister, enjoys joyful, colorful parades in many cities, and can boast allegiance with the [...]

May 12, 2021 Now that we’ve discussed the different types of stock option plans available to employees, it’s time to take a dive into how to leverage those options, striving to preserve wealth as best as possible.  As per my last post, there are three main categories of stock options: Restricted Stock Units (RSU), Non-qualified [...]