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Tax Planning Strategies for Executive Compensation

By Mike Valenti, CPA, CFP®, Director, Tax Planning Corporate executives often receive the brunt of the U.S. tax system. Typically, most or all of their income is W-2 income and subject to the higher ordinary tax rates as well as FICA taxes. W-2 employees currently are unable to deduct home …

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Tax Planning for Executive Compensation

Tax planning for executive compensation doesn’t have to be confusing. Watch our webinar: Tax Planning for Executive Compensation with Carson’s Director, Tax Planning Mike Valenti and Wealth Planner Michael Gruidel, now available on-demand. 

What’s Your Mental Minimum?

By Scott Keegan, Chief Operating Officer/Associate Wealth Advisor There’s no doubt that one of the most crucial pieces of a person’s financial plan is having an emergency fund. This is one aspect of a financial plan that everyone needs no matter what age, income, or any other variable chang …

Don’t Put All Your Eggs in One Basket

By Mike Gertsema, Senior Wealth Advisor I think we’ve all heard the phrase, don’t put all your eggs in one basket.  As a financial advisor I hear it all the time, so I decided to do some research to see what this really means. I visited merriam-webster.com to find the definition of the phra …

6 Tips to Create a Healthier Relationship With Money

Does the word “sale” send you running to your wallet? How many half-priced clothes hang in your closet with the tag still on? How many uncomfortable shoes did you buy solely because they were on sale? When thinking about money, do you feel stressed? Tense? Controlling? Confused? Like you ha …

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