Tag: stock options

7 Smart Ways High-Earners Can Prep For A Smoother Tax Season

When you have a complex tax situation, there’s likely so much on your mind heading into tax season. Here are a few tips to keep in mind before filing your 2021 tax return. 1. Prep For An AMT Tax Bill Alternative Minimum Tax (or AMT) is a parallel tax filing system designed to ensure that […]

How to Make Your Dollars Deliberate and Reach Your Goals

You’re investing for retirement, paying off debt, building up an emergency fund, saving for your kid’s college, and checking all the top financial boxes—now what? If you’re running a surplus each month, it’s so easy to simply funnel money into the basics (401k, IRA, etc.) but is that the best way to truly maximize your […]