Sara Grillo

AUGUST 14, 2023

So we’ve got a lively crew here today to debate, does it really matter if someone is a fiduciary financial advisor, or not? I am a CFA® charterholder and financial advisor marketing consultant. I am an irreverent and fun marketing consultant for financial advisors. Let’s debate it! Let’s talk about it.

Financial Advisor 52

Financial Advisor Fiduciary Duty Insurance Financial Advice 52

Darrow Wealth Management

NOVEMBER 17, 2022

Considering tax planning strategies to reduce the impact of the new MA surtax. Here are a few to discuss with your tax and financial advisor: Rethink your MA residency. Further, if you weren’t planning to sell the asset, it’s usually not advisable to do so for tax reasons alone. Plan your income.

Taxes 96

Taxes Wealth Management Tax Planning Planning 96

Harness Wealth

NOVEMBER 12, 2024

As the year comes to a close, now is the time to review potential financial moves to help minimize your tax burden heading into 2025. Proactive year-end tax planning can lead to significant savings and set you up for financial success in the new year.

Tax Planning 52

Tax Planning Taxes Planning Estate Planning 52

Walkner Condon Financial Advisors

JUNE 27, 2023

As it turned out, financial planning is where I felt I could have the most impact. I greatly benefited from financial advice and my mission from that point on was to pay it forward. I wanted to help others with financial planning and advice. Hopefully, with proper planning, an emergency fund is in place.

Insurance 52

Insurance Insurance Coverage Compensation Planning Financial Advisor 52

Walkner Condon Financial Advisors

JUNE 27, 2023

As it turned out, financial planning is where I felt I could have the most impact. I greatly benefited from financial advice and my mission from that point on was to pay it forward. I wanted to help others with financial planning and advice. Hopefully, with proper planning, an emergency fund is in place.

Insurance 52

Insurance Insurance Coverage Compensation Planning Financial Advisor 52

Zoe Financial

FEBRUARY 14, 2023

However, once you get into the best practices, you can plan ahead and maximize your tools in preparation for every tax season. However, once you get into the best practices, you can plan ahead and maximize your tools in preparation for every tax season. Tax planning can be overwhelming , but it doesn’t have to be.

Taxes 52

Taxes Financial Advisor Tax Planning Planning 52

Zajac Group

MARCH 20, 2023

One strategy to consider particularly for those with significant wealth or instant wealth could be a 10b5-1 plan. Reason #5 – Tax Tradeoffs: So much of equity compensation and the decision to sell (or not sell) is tied to income tax. Or, as an executive, you may be subject to pre-clearance, section 16 reporting, or restrictions.

Risk Tolerance 98

Risk Tolerance Taxes Portfolio Planning 98

Cordant Wealth Partners

SEPTEMBER 9, 2022

Like any major corporation, Microsoft’s compensation package includes various programs and benefits for its employees. For example, base salary makes up around 70% of total compensation for the typical Level 59 Software Engineer versus less than 50% for a Level 67 Principle SDE. Planning opportunities with the ESPP: Enroll!

Engineering 52

Engineering Taxes Insurance Accounting 52

Cordant Wealth Partners

SEPTEMBER 27, 2021

And while these benefits can be quite valuable, in most cases, they do require a fair amount of time, planning, and intentionality to take advantage of them and incorporate them into your overall financial strategy. Planning opportunities with RSUs: Use RSU income to maximize contributions to other benefits programs.

Engineering 52

Engineering Taxes Insurance Compensation Planning 52

Cordant Wealth Partners

SEPTEMBER 7, 2022

The Microsoft Mega Backdoor Roth 401(k) is a feature within the 401(k) plan that allows you to: Save additional money each year on an after-tax basis into your 401(k) and Convert those dollars into a tax-free Roth subaccount. At Microsoft, under the “ROTH IN PLAN CONVERSION” section, you will select the option to “Convert After-tax to Roth.”

Taxes 52

Taxes Accounting Compensation Planning Retirement 52

Zoe Financial

MARCH 22, 2023

Considering your retirement lifestyle plans and associated costs, it’s important to consider inflation. Avoid Dependency Other sources of income that some people receive include a pension, deferred compensation plan, or the sale of a business. There are going to be investment events that you must also plan for.

Retirement 40

Retirement CFP Taxes Accounting 40