M&A can be difficult to explain because it’s a contract, and no one contract is the same. But today, I’m simplifying the complexity of M&A into 3 easy outcomes.

What if I told you all of your beliefs around money are wrong? As a financial planner, I’ll be sharing the biggest myth in personal finance, whether taxes matter or not, and give you 4 easy steps to avoid the consequences of this myth.

There are 3 ugly truths that no one has told you about your RSUs. These things happen outside of your control and are set up as the default, yet you’re left to pay the bill. If you’re passive with your RSUs, just letting them vest, or if you skip this info, it’ll triple your trouble. So let me show you the 3 easy steps on how to fix it, save on taxes, and optimize your RSUs. Because not even your CPA will tell you the truth until it’s too late.

You own incentive stock options and aren’t sure when to exercise. The timing here is extremely important. Exercising at the wrong time may subject you to a tax approaching a shocking 50 percent. And yes, one single day can make the difference.

You own incentive stock options and aren’t sure when to exercise. The timing here is extremely important. Exercising at the wrong time may subject you to a tax approaching a shocking 50 percent. And yes, one single day can make the difference.

You own incentive stock options and aren’t sure when to exercise. The timing here is extremely important. Exercising at the wrong time may subject you to a tax approaching a shocking 50 percent. And yes, one single day can make the difference.