Brief Overview of Employee Stock Options

You may have employee stock options as part of your compensation package. Employee stock options can be confusing and you may be wondering what you should do with yours. This is Part I in a series shedding light on employee stock options, their taxation, and strategies for managing them.  Non-Qualified Employee Stock Options vs. Incentive Stock Options (aka Qualified Employee … Read More

Why I Chose to Build My Firm Around the Professional Millennial

Independent Registered Investment Advisor in Evansville, Indiana

I work with clients across the generational and socioeconomic spectrums, but my wheelhouse is working with the professional Millennial. This is because I concluded that to best be in position to help people, I must understand their situation.  I was born in 1988, putting me smack dab in the middle of what we call the “Millennial” generation. I’m a CFP® … Read More

If I Could Have a Financial “Do-Over”, I Would…

I do not have an ounce of regret in me. My history is why I am who I am. Still, I recognize that financially speaking, there were some fantastic opportunities in my past that I did not take advantage of due to lack of understanding. If I could get a financial “do over”, this is how I would do it. … Read More