Helping You Understand and Improve Your Business

• Compensation Beyond the Paycheck: Stock Appreciation Rights

  Investing | 03.28

  We’ve come to the last post in my series on compensation beyond your paycheck. In the past few weeks, I’ve explored different forms of equity compensation including restricted stock units…

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• Compensation Beyond the Paycheck: Employee Stock Purchase Plans

  Investing | 03.21

  Welcome back to my series on equity compensation. All month we’ve been talking about some of the ways your company may pay you outside of your normal paycheck.  So far…

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• Compensation Beyond the Paycheck: Incentive Stock Options and Non-Qualified Stock Options

  Investing | 03.14

  This is the second post in my series on compensation beyond the paycheck. Last week we explored Restricted Stock Units and this week we dive into Incentive Stock Options (ISOs)…

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• Compensation Beyond the Paycheck: What You Need to Know About Restricted Stock Units

  Investing | 03.07

  Experts at Glassdoor say that January is the most popular month for job changes, so if you’ve recently changed employers, you’ve got lots of company.  By now, you’re probably starting…

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• People of Color Transforming the Financial Planning Industry

  Fundamentals | 02.28

  I was so glad to hear from many of you regarding my piece on the Racial Wealth Gap. Most of you were as surprised that the problem was as bad…

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• The Racial Wealth Gap: Addressing America’s Most Pressing Epidemic

  Fundamentals | 02.21

  This article first appeared on Forbes.com As we celebrate Black History Month, we can take pride in the progress we’ve made while also acknowledging how far we have to go. One troubling sign of the work…

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• Profiles in Black History: My Inspirations

  Fundamentals | 02.07

  Happy Black History Month!  This month we celebrate triumphs, sacrifices and struggles of leaders in the black community. I’m inspired by their talent, dedication and hard work, and I’m grateful…

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• Your 2018 Financial Checklist

  Fundamentals | 01.31

  I’m a huge fan of checklists when it comes to accomplishing your goals. They offer clear guidance on what you need to do to achieve your goals and provide motivation…

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• 7 Common Questions About Emergency Funds

  Fundamentals | 01.24

  Layoffs, medical emergencies, unexpected home or car repairs — life has a way of throwing expensive surprises at us. You never know what’s around the corner, so it makes sense…

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• Adopting the Bucket Budget

  Fundamentals | 01.17

  What was your New Year’s Resolution?  Losing five pounds?  Cutting down on the alcohol?  Reading more books?  Or did you decide to get your budget under control?  I can’t help…

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• 12 Financial Tasks for the 12 Months of 2018

  Fundamentals | 01.10

  Happy New Year! I hope you are relaxed and rejuvenated by the holidays. I feel rested and ready for 2018 after two weeks off. I love the clean slate the…

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• What You Need to Know About Tax Reform: Best Reads

  Tax | 12.23

  It appears we are on the cusp of major tax reform. This week, Congress passed the “final” GOP tax bill and President Trumped signed it into law on Friday.  I’ve read countless articles…

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• Understanding the Alternative Minimum Tax

  Tax | 12.13

  Congress is hard at work right now revising the tax code, a process that has added a great deal of uncertainty to year-end tax planning. I’ve heard from a number…

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