Legacy Blog
Mastering 10b5-1 Plans: An Executive’s Guide to Stress-Free Stock Sales
Navigating the complexities of stock sales as a corporate executive is no small feat. As a Certified Financial Planner™ (CFP®) specializing in executive compensation, I’ve...
Restricted Stock Units (RSUs) in Executive Compensation: A Comprehensive Guide
Restricted Stock Units (RSUs) are a prevalent element in executive compensation packages, particularly in corporate environments where aligning leadership performance with shareholder value is a...
Maximizing Wealth Through Non-Qualified Deferred Compensation Plans (NQDCs)
As a financial advisor specializing in executive compensation strategies, I’ve worked with numerous leaders who face the unique challenge of managing high incomes while preparing...
Unlocking the Full Potential of Executive Compensation: Strategic Tax Planning for Wealth Maximization
Navigating the world of executive compensation is like playing chess in a game where every move matters—and as an executive, you need to think multiple...
Navigating Executive Compensation: A Four-Part Guide to Maximizing Your Wealth
As an executive, your financial situation is anything but ordinary. Managing a complex compensation package, optimizing tax strategies, and making decisions about equity awards and...
Unlocking the Power of Investment Tax-Loss Harvesting
As the year draws to a close, many investors are reviewing their portfolios to ensure they’re optimized for the year ahead. One often overlooked but...
New Retirement Plan Contribution Limits Announced for 2025
If you are aged 60-63, you can now contribute $34,750 to your 401(k), 403(b), or 457 plan. The IRS has announced significant changes to 401(k)...
Elevate Your Charitable Strategy: Clumping Gifts with Donor-Advised Funds
Introduction: A Smarter Way to Give: Charitable giving is a meaningful way to support the causes we care about while potentially reducing tax liability. However,...
Exciting News: Welcoming Jess Lickteig as Our New Director of First Impressions!
We’re thrilled to share an exciting update with you! As we prepare for Shawna’s upcoming retirement at the end of the year (she will be...
The Evolution of Investing: From Mutual Funds to Custom Direct Indexing
In the ever-evolving world of investing, strategies and vehicles have shifted drastically over the past several decades. One significant transition was the movement from traditional...
Buying a Home has Become Unaffordable for Many. Will Falling Interest Rates be a Game-Changer?
As the COVID pandemic was unfolding in the second quarter of 2020, the median sale price for a home in the United States was $317,100....
How Dollar-Cost Averaging Can Help Investors Get Into the Market
As with many things in life, knowing what we’re supposed to do and actually doing it are two separate things. This is true for our...
Let’s See if We’re the Right Fit
Our first meeting is more of a friendly conversation than a formal consultation. It’s a chance for us to get acquainted and for you to share a bit about yourself. And we promise….we won’t use confusing financial jargon.
