Financial Planning Insights

Richard Long

Senior Principal

Financial Planning

Retirement Plan Considerations for the Self-Employed

Solo practitioners and small business owners have several retirement plan options to consider, from solo 401(k)s to SEP IRAs and cash balance plans. Each plan has unique advantages tailored to different financial needs, ensuring long-term security

Erica Cameron

Partner

Behavioral Finance

Seven Easy Steps to an Effective Year-End Review of Your Family Finances 

As autumn brings renewed focus, it’s the ideal season to evaluate and optimize your family’s finances. Whether it’s realigning financial goals, scrutinizing tax implications, or maximizing your legacy’s impact, a year-end review offers the opportunity to take stock and set the stage for a prosperous new year.

Aram Schotts

Principal

Financial Planning

Rollover Decisions

Retirement planning requires thoughtful decision-making, particularly when it comes to managing existing retirement accounts. Aram Schotts highlights key factors to consider when choosing between options such as keeping assets in the current plan, rolling them over to another employer’s plan, or rolling them into an IRA.

Paul Chmielewski

Partner

Charitable Giving

A Guide to Charitable Gifting Options

Discover the power of purposeful giving with our guide on current charitable gifting options. Explore Private Foundations, Charitable Remainder Trusts, and Donor Advised Funds to tailor your strategy for maximum impact. Begin your journey towards meaningful philanthropy and manage your wealth effectively with us.

Zach Woodward

Principal

Executive Financial Counseling

The Taxation of Restricted Stock Units

Restricted stock units (RSUs) are a special form of employee compensation, taxed uniquely. Upon vesting, they’re taxed at the federal level, and later treated as normal shares with tax implications during sale.

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Jonathan Taylor

Partner

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Curious about learning more? Let’s talk.

Tell us about yourself and your current financial situation without cost or obligation. Receive an introduction to a wealth management colleague, have a personal conversation, and get your questions answered.

By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.