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



Image for Unlocking the Value of Employee Stock Purchase Plans (ESPPs) and Understanding Their Taxation

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.

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Image for A lot of Wealth in one Stock?

December 30, 2024

A lot of Wealth in one Stock?

Having significant Wealth in one stock can create stress and opportunity.

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Image for Stop Overpaying for Bourbon

December 27, 2024

Stop Overpaying for Bourbon

Two things about me: 1. I live in Kentucky, and 2. I enjoy bourbon.

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We look forward to collaborating.

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