Restricted Stock Unit

The First Job of a Financial Planner? Cleaning Up the Messes New Clients Never Knew They Had

The First Job of a Financial Planner? Cleaning Up the Messes New Clients Never Knew They Had

In the diary of a financial planner, there are pages upon pages noting the time we spend dealing with problems new clients never even knew they had. Read on to hear some of the stories about what we’ve discovered when beginning our work with clients.

RSUs and California Tax

RSUs and California Tax

California tax laws—including a new one for 2024—have a large effect on the many tech professionals who call the state home. If you’re one of them, it’s essential you understand both the federal and state rates and rules. Read on to learn more.