Back to Financial Planning Insights Should I Pay Off My Mortgage? New Tax Law Changes the Math for Some Kevin Dorwin May 5, 2018
Meet The Author Kevin Dorwin Partner & Market Leader Kevin is a Partner and Market Leader for the San Francisco Bay Area. He focuses on optimizing wealth through efficient investing, risk management, and tax... Learn More
Financial Planning Rollover DecisionsRetirement 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…
Charitable Giving A Guide to Charitable Gifting OptionsDiscover the power of purposeful giving with our guide on current charitable gifting options. Explore Private Foundations, Charitable Remainder Trusts, and Donor Advised Funds to…
Executive Financial Counseling The Taxation of Restricted Stock UnitsRestricted 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…
Financial Planning Cash is Back: Exploring Alternatives to Traditional Bank AccountsWith the recent rise in short-term interest rates, cash has re-emerged as a viable asset class for portfolio construction. In March, 3 Month Treasury Bills…
Financial Planning Are Financial Advisory Fees Tax Deductible?Before 2018, you could partly or fully deduct investment advisory fees on your federal income tax return. When the Tax Cuts and Jobs Act was…