Financial Blog

Longer-form articles addressing some of the more complex financial planning, investment, and tax planning issues we frequently address.

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Malissa Marshall, CFP®, MS Tax, EA

Nov 1, 20235 min read

Year End Planning for Equity Compensation: Tax Implications - Part 2 of 6

A high-level overview of the tax implications when RSUs vest, ISOs and NQSOs are exercised, and resulting shares from each of these methods

Malissa Marshall, CFP®, MS Tax, EA

Dec 23, 20224 min read

Year End Portfolio Management: Checklist

An outline of some of the steps you can take now to rebalance your portfolio and set yourself up for success in the New Year

Malissa Marshall, CFP®, MS Tax, EA

Nov 3, 20216 min read

Year End Planning for Equity Compensation: Investments - Part 1 of 6

Investment considerations for making year end planning decisions around your equity compensation.

Malissa Marshall, CFP®, MS Tax, EA

Dec 11, 20193 min read

Do Not Go Gently 🕯

While it is unlikely that tax planning is a priority during the holiday season, I wanted to share some final thoughts before the year closes

Malissa Marshall, CFP®, MS Tax, EA

Nov 6, 20194 min read

The Ghost of Tax Returns Past 😱 - Gaining Perspective

Despite how scary they may be, taxes are really the shadow aspect of financial planning, since they underlie almost all financial decisions.

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