Taxes

What Issues Should I Consider When Dealing With High Inflation?

By Melissa Joy, CFP®, CDFA® / August 12, 2022

Inflation is a topic that is on everyone’s mind. It is one of those issues that confronts us every time […]

By Melissa Joy, CFP®, CDFA® / May 10, 2022

More often in recent years, we have found ourselves talking to clients about the value of a Health Savings Account […]

By Melissa Joy, CFP®, CDFA® / April 11, 2022

Restricted Stock Units (RSUs) are a form of equity compensation that can be provided by an employer. RSUs vest over […]

By Melissa Joy, CFP®, CDFA® / March 10, 2022

As an investor, the new year has reminded us of the sometimes difficult feelings that come with a down market. […]

By Melissa Joy, CFP®, CDFA® / January 10, 2022

Lately, there has not been a dull moment when it comes to tax updates. That being said, we have another […]

By Melissa Joy, CFP®, CDFA® / October 13, 2021

Employee Stock Purchase Plans (ESPP) allow the purchase of employer stock at a discount. This creates an incentive for employees […]