Financial Planning Compensation Considerations for Foundation Insiders Many foundations have family members serve on their board, however sometimes foundations have trouble deciding whether or how much to pay those family members. Careful consideration must be taken when deciding these factors.
Financial Planning Why Budgeting Gives You Greater Control Over Your Financial Life For many of us, sticking with a budget is a challenge. For example, while 7 out of 10 respondents in a recent TIAA Financial Wellness Survey said they had a budget, only 25% said they followed a detailed plan. Here are three lessons I have learned from my budgeting journey so far…
Financial Planning 3 Things to Ask Yourself Before Joining a Board Partner Bob Smith discusses the importance of civic engagement and offers a series of questions people should ask before seeking board membership.
Strategic Planning Various Investments Finding the right mix of investments is what’s most important. Each has its own set of costs, tax implications, risks, and return prospects.
Incentive Stock Options What’s My Tax Strategy? My company will complete an IPO soon — what should I do with my equity awards? What’s my tax strategy?
