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Five years ago, I wrote about the importance of having certain estate documents for your college-aged or single adult children. Revisiting this topic now seems as important as ever as we adopt to this new…
What do my dog (Sherlock) and hamster (Snuffles) have to do with Mega Backdoor Roth 401(k) contributions? Other than being super cute, these intelligent creatures are masters at squirreling away their treats for later. Sherlock…
Net Unrealized Appreciation (NUA) is the difference in price you paid (cost basis) for your company stock and its fair market value today. For some of you, the NUA of your employer stock may be…
During a criminal cyberattack on Equifax's systems in September 2017, personal data on 147 million US consumers was released. Many of our clients' and employees' information was included in this unauthorized data release. A proposed…
This year, RegentAtlantic will run a series of blogs that address strategies for managing concentrated stock positions and other financial issues corporate executives tend to face. This first blog focuses on 10b5-1 plans, which are…
It’s the middle of the night and your phone rings. You know nothing good comes from a middle-of-the- night phone call. You are filled with dread as you pick up the phone. It’s your daughter’s…