When I transitioned from fundraising in the nonprofit sector to financial planning, I was interested in how giving back can be part of a household’s financial plan. Many of us
Are You Working Remote in a Different State? Do You Know the Tax Implications?
It’s been two and a half years since the COVID-19 pandemic began, and most of the country is up and running: students have returned to classrooms, people are traveling for
Graphs and Geekery
I just brought my tomato starts inside for the night because of a frost warning. Spring in Portland has been rather moody. We have had a rapid rotation between heavier
Why Do I Owe Money on My Taxes This Year?
As this year’s tax season comes to an end, we can’t help but notice that this was a really tough year for our clients and their accountants. So many have
Understanding Your Stock Options (ISOs and NSOs)
Stock options are one more way your company can grant equity as part of your compensation package. This type of grant is different from an RSU grant in that you
Are Russia and Ukraine in My Portfolio?
Even if you aren’t glued to various economics news sources like me, you probably heard about Russian securities markets in the past month. Or the ruble, or whether Russia will
What Should You Do with Your Company Stock in 2022?
Together, Sara and Nannette take you through real life case studies about what to do with your company stock compensation. Nannette and Sara hope to… Help decode the alphabet soup
Understanding Your Employee Stock Purchase Plan (ESPPs)
Employee Stock Purchase Plans are one popular way you can invest in the stock of your company. Although they aren’t exactly part of your compensation plan, a lot of the
Graphs and Geekery
I saw a meme in Discord recently asserting that, as a Gen X’r, I have skills and experience handling World War III nuclear disaster fears. I did not feel as
