On paper, inflation has lowered over the past two years, but go to the grocery store, fill up your car with gas or go out to eat and I highly doubt you’ll find anyone ecstatic about how inflation has “cooled”.
By Jaymon Meikle, CFP®, Wealth Advisor On every conference room table, we have the picture below.
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 …
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.
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 …
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 …
Executive compensation plans can be used to attract, retain and reward high value employees. We’ve put together helpful information to know if you’re ever offered one of these plans through your employer. Download the checklist today to get started.
