Jun 30, 2021
The goal with taxes is not to pay the least amount of tax – it’s to keep as much as you possibly can.
Join me in this episode of Deliberate Money Moves as we explore why you should maximize available Tax Breaks for your existing strategies and why you shouldn't let Taxes drive your strategy.
Jun 18, 2021
Once you have a plan in place to sell your Company Stock over
time, be sure that money has some place to go. We don’t ever want
our money to be without a job and the cash you get from your
Company Stock is no exception.
Join me in this episode of Deliberate Money Moves as we explore how to calculate your savings...
Jun 11, 2021
No longer should we simply let newly vested shares drift into
our portfolio without a strategy or reason to hold vs. sell.
Join me in this episode of Deliberate Money Moves where, together, we develop a strategy for each block of vesting shares. The first thing we must do is differentiate among the shares we are getting.
Jun 9, 2021
Taxes are a fact of life.
I talk to a lot of people who are trying to find the super-secret way that people with money avoid paying taxes. I’m here to tell you – it doesn’t exist.
People offering you such strategies are not telling you something. Either that you’ll have to pay even more taxes further into the...
Jun 3, 2021
Is the amount of stock you have accumulated starting to look
large to you? Do you want to be sure you are doing the best thing
with this important asset?
Join me in this episode of Deliberate Money Moves where I go over a short exercise for you to determine if you have the right amount of Company Stock that is...