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Jason Speciner

Equity Compensation

NSO, ISO, RSU, ESPP, and ESOP: Making Sense of Equity Compensation Alphabet Soup

October 2, 2024 | Jason Speciner
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
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a rose at a funeral memorial service

Navigating the Financial Impacts of Losing a Loved One

September 18, 2024 | Jason Speciner
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,
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Data Security

Modern Financial Planning: Personal Data Security

August 21, 2024 | Jason Speciner
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
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3 Confessions of a Dance Dad

Confessions of a Dance Dad: Financial Planning Edition

May 1, 2024 | Jason Speciner
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
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Tax Scams

12 of the Dirtiest Tax Scams & Schemes from the IRS

April 17, 2024 | Jason Speciner
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
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Concentrated Stock Position: Do You Have the CHOPS to Diversify Your Portfolio?

April 3, 2024 | Jason Speciner
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.
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Tax Forms

Tax Prep Checklist: What Tax Forms Should I Expect?

February 7, 2024 | Jason Speciner
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,
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Beyond the Basics: End-of-Year Charitable Giving

Beyond the Basics: End-of-Year Charitable Giving

December 13, 2023 | Jason Speciner
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
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Voluntary After-Tax Contributions: What They Are and How You Can Take Advantage

November 15, 2023 | Jason Speciner
Discover the potential of voluntary after-tax contributions. Learn how this often underutilized financial strategy can significantly enhance your retirement planning. Understand eligibility, contribution limits, and the powerful "Mega Backdoor Roth"
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