Taking steps to develop independence from the power grid saves energy and money and can also bring you peace of mind. Whether you are ready to make the change to solar energy or just beginning to explore your options, we can help you understand your financial landscape and provide support as you engage with experts to assess your personal situation.
Donor Advised Funds (DAFs) are powerful tools for charitable giving and legacy planning. They help with organizing a giving strategy, allow for potential asset growth, benefit yearly tax planning, and help mitigate gains from appreciated stock.
With intentional planning, gaps in taxable income can create valuable tax planning opportunities that aren't available in high-income years. Understanding these opportunities makes it easier to take the leap.
If you enjoy having the latest technology and you’re willing to pay a slight premium for that experience, or you hate paying for gas and like the idea of fighting against climate change, then the new landscape of EVs provides some enticing options.
Tender offers provide employees of pre-IPO companies the opportunity to sell some shares while a company is still private. It's a strategy the benefits both the company and its employees.
Equity compensation in the form of stock options is a complex issue. Understanding the balance of risk and benefits will lead to a confident decision when considering a new job.