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The Backdoor Roth IRA (Don’t make these conversion mistakes)
If you are a high-income earner in Sarasota, you may feel that you’ve been blocked…
2023 Retirement Plan Changes
There is excellent news on the retirement front with the enactment of long-awaited changes to…
Estate Planning for the High Net Worth
Affluent Florida residents live in Florida for a reason – and it’s not just the…
ESO Alternatives (Part 2)
In our last article on Employee Stock Option Alternatives, we went into Restricted Stock Units…
ESO Alternatives (Part 1)
Several corporate scandals involving Employee Stock Options (ESOs) have driven companies to diversify their compensation…
Yes, You Need an Estate Plan
A common misconception is that estate planning is for the very wealthy or the very…
How are Non-Qualified Stock Options Taxed?
If you recall our previous article about the kinds of stock options available, Non-Qualified Stock…
How are Incentive Stock Options Taxed?
Incentive Stock Options (ISOs) grant an employee the right (but not the obligation) to purchase…
When to exercise Employee Stock Options
When to exercise ESOs Determining the best time to exercise your Employee Stock Options (ESOs)…
Should you take Employee Stock Options?
As mentioned in our previous article, Employee Stock Options (ESOs) provide workers a great incentive…
An Employee Stock Options Guide
What is an employee stock option? An employee stock option(ESO) is a contract that a…
The Dividend Snowball Effect
There is a straightforward strategy that can help diversify your portfolio, reduce volatility risk, and…
Farmer 401(K) contributions are going up!
The IRS has recently released 401(K) contributions for 2023, and there is good news for…
Brain health in retirement
Client goals are the cornerstone of our planning process. Every couple has a different goal…
Is a Roth Conversion Right for Me?
As a couple approaches retirement, one goal should be to implement a tax optimization strategy…
Retiring in Sarasota – Key Considerations
If you’re looking for a great place to retire, Sarasota may have come across your…
Retirement Health Check – How Retirement Ready Are You?
While still in your working years, you dream of a relaxing retirement someday. It may…
5 Questions to Ask when Hiring a Sarasota Financial Advisor
According to a 2021 study by the National Association of Plan Advisors (NAPA), only 30…
Starter 401(K) Plans Could Be Coming To Florida
Many top government officials and politicians see a great need for a nationally-mandated retirement plan…
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