Insights

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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Image for My Journey through 6 months of Unemployment

December 12, 2024

My Journey through 6 months of Unemployment

Many of us have joked about how nice it would be to not have a job and to just retire into the sunset....

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