by Mike Holloway | Aug 30, 2023 | Retirement
When we talk to our clients about retirement planning, one of the most common bucket list items that comes up time and time again is travel. Many of the clients we work with see foreign travel, and even local sight-seeing trips across the US, as a meaningful way to...
by Mike Holloway | Apr 16, 2023 | Estate Planning
What comes to mind when you think about the kinds of people who should be estate planning? Let us guess… The ultra-wealthy? The ones who have millions and millions of dollars in trusts, real estate, and investments? What if we were to tell you that any family can...
by Mike Holloway | Jan 4, 2023 | Taxes
One of the questions we hear frequently from new clients is, what do I do with all this employer stock? It’s a valid question. Employer stock plans come with complicated tax implications, earnings structures, and lots of extra rules. Below, I’ll explain the two main...
by Mike Holloway | Sep 1, 2021 | Investing
If you’re like many small business owners, you probably get caught up in the day-to-day management of the urgent. Unfortunately, that means your retirement plan, and the retirement options you set up for your employees, won’t be on your radar until it’s too late. The...
by Mike Holloway | Aug 1, 2021 | Taxes, Wealth Management
Being a part of a dual-income household is a bit of a catch-22. Yes, you have more money coming in for your family, but you also have more consumers in your family. Staying informed about changes to dual-income household tax and benefits regulations is essential. One...
