Author: Risley Sams
Tax-Loss Harvesting: Beyond the Basics Tax Minimization Strategy
Tax-loss harvesting is a tax minimization strategy that is often used to offset some capital gains at the end of the year. In a more...
Read More
What You Need to Know About Fixed-Rate vs Variable-Rate Mortgages
Most people are familiar with the word “mortgage” long before they decide to buy a house. But once more specific terms and phrases enter the...
Read More
Framework for Financial Success
This blog post will outline what I like to call a framework for financial success. I am a very visually oriented person and I wanted...
Read More
Should I Participate in ESPP at Work? 5 Situations to Consider.
When you think about your employer benefits a question you should ask yourself is “Should I participate in ESPP at work?” If you have this...
Read More
Money Mindset: From Scarcity to Abundance
This is the second in a three-part blog series on do you have the right money mindset for financial success. As your CFP it is...
Read More
Do You Have the Right Financial Mindset for Success?
Success in life as it is in finance I believe is primarily driven by mindset. World Famous business and self-help coach Tony Robbins and others...
Read More
Should I Sell My RSUs When They Vest? Not In These 2 Situations.
How does the majority of the internet answer the question of should I sell my Restricted Stock Units (RSUs) when they vest? Almost always with...
Read More
How to Handle RSUs: Understanding your Emotions
There are a plethora of guides on how to handle RSUs from a financial planning and tax efficiency perspective. However, few have taken a look...
Read More
SBA Small Business Loans and Alternative Sources for Cash Strapped Business Owners
The Novel Coronavirus has affected the world’s economy and business owners in a tremendously staggering way. Government mandates for sheltering in place and requiring only...
Read More
A Guide to the Stimulus Package for COVID-19 Impacted Individuals and Families
The stimulus package for COVID-19 was signed into law by President Trump on Friday, March 27th, 2020. The act is extremely broad and impacts everyone...
Read More
