Thanksgiving: Celebrating Gratitude and Giving (and Tax Perks!)
Celebrate gratitude this Thanksgiving with charitable giving! Explore tax-smart donations, local shopping, and employer-matching gifts to make a meaningful impact.
Jason Speciner
NSO, ISO, RSU, ESPP, and ESOP: Making Sense of Equity Compensation Alphabet Soup
Does your equity compensation package seem more like alphabet soup than an employee benefit? Learn what the acronyms in your equity comp package mean — and the basics of what this
Navigating the Financial Impacts of Losing a Loved One
Losing a loved one is never easy, but knowing what to do next can help. Explore guidance on navigating the financial aspects of loss and preparing for your own mortality,
Modern Financial Planning: Personal Data Security
How do you keep your online and physical data safe? Learn the importance of physical data security in the online age, how it relates to your financial life, and how
Confessions of a Dance Dad: Financial Planning Edition
How and why do parents spend such large amounts — sometimes more than the cost of a college education — on kids' activities? Jason shares his own story about this
12 of the Dirtiest Tax Scams & Schemes from the IRS
Tas season might be over, but it’s always a good idea to be on the lookout for fraudulent tax schemes to avoid. The IRS releases its “Dirty Dozen” list each
Concentrated Stock Position: Do You Have the CHOPS to Diversify Your Portfolio?
Are your investments overly concentrated in one stock position? Use your CHOPS to diversify your stock portfolio and avoid letting it build to an uncomfortably risky level again.
Tax Prep Checklist: What Tax Forms Should I Expect?
Before you’re ready to file your taxes or extend your filing date, you’ll be receiving quite a few forms. What tax forms can you expect to receive? Learn about W-2s,
Beyond the Basics: End-of-Year Charitable Giving
In the midst of the holiday season and with a new year right around the corner, have you been thinking about charitable giving? See how you can make your giving