May 18, 2026 | Blogs/Articles, Financial Planning
Equity Compensation: How to Maximize Wealth While Minimizing Risk If you are an executive or high-earning professional, there is a good chance that equity compensation now makes up the largest part of your total pay. RSUs, stock options, and restricted stock can be...
Nov 4, 2025 | All, Blogs/Articles, Financial Planning, Tax Planning
By Mike Collopy, CFP®, CIMA® November 2025 The end of the year has a way of sneaking up on us, between work deadlines, holiday travel, and family events, December moves fast. Before you shift into celebration mode, take a few minutes to get ahead of the financial...
Oct 21, 2025 | All, Blogs/Articles, Financial Planning, Tax Planning
By Mike Collopy, CFP®, CIMA® October 2025 Private equity plays an extremely important role in our world, from directly and indirectly employing millions of people, to disrupting industries with new technology, driving growth and more. From an investors standpoint...
Jul 14, 2025 | All, Blogs/Articles, Financial Planning, Tax Planning
What Taxpayers Should Know Congress passed the “One Big Beautiful Bill” (OBBB), a sweeping piece of tax legislation extending many provisions from the 2017 Tax Cuts and Jobs Act (TCJA)1. President Trump signed the bill into law on July 4. What does this mean for...
May 27, 2025 | All, Blogs/Articles, Business Owners, Financial Planning, Tax Planning
When we talk about wealth management for high-income families, we often focus on numbers: returns, tax rates, and retirement savings. But increasingly, the conversation must shift toward something far more personal and impactful: your health. The intersection of...
Apr 23, 2025 | All, Blogs/Articles, Business Owners, Financial Planning, Tax Planning
Just because Tax Day is over doesn’t mean your planning should be. In fact, now is a great time to step back, assess what worked (and what didn’t), and get ahead of next year’s opportunities. With that in mind, we’ve rounded up some of the most common tax questions...
