Should One of Us Stay Home? How to Prepare for Transitioning to a Single-Income Household
If you're family is considering a major financial change, here are things to consider and ways to prepare for a transition.
Your Certified Financial Planner Serving Cincinnati
Specializing in helping mid-career individuals and families create a financial foundation to balance today's needs with tomorrow's desires.
"Balance is not better time management, but better boundary management. Balance means making choices and enjoying those choices." - Betsy Jacobson
May 2, 2025
January 31, 2025
Unlocking the Value of Employee Stock Purchase Plans (ESPPs) and Understanding Their Taxation
Employee Stock Purchase Plans (ESPPs) are a valuable benefit offered by many companies, allowing employees to purchase company stock at a discount. While ESPPs provide an excellent opportunity to build wealth, it’s essential to understand how they work and the tax implications involved.
December 30, 2024
Having significant Wealth in one stock can create stress and opportunity.
