By David L. Dunn, CPA/PFS, CFP®, CPWA® A bonus can create an unusual financial moment. For most of the year,
By David L. Dunn, CPA/PFS, CFP®, CPWA® Deferred compensation can make a tax bill disappear from this year. That can
By David L. Dunn, CPA/PFS, CFP®, CPWA® Every household has a financial operating system. Sometimes it’s carefully documented. Sometimes it
By David L. Dunn, CPA/PFS, CFP®, CPWA® High income can create a reassuring picture. The paycheck arrives. Equity continues vesting.
By David L. Dunn, CPA/PFS, CFP®, CPWA® There comes a moment in many successful careers when the question gets harder
By David L. Dunn, CPA/PFS, CFP®, CPWA® Many executives don’t become concentrated in company stock because they were careless. They
By David L. Dunn, CPA/PFS, CFP®, CPWA® Many executives stop contributing to their 401k when they hit the pre-tax contribution
By David L. Dunn, CPA/PFS, CFP®, CPWA® Are you maxing out your 401k pre-tax contributions, firmly convinced you’ve captured every
By David L. Dunn, CPA/PFS, CFP®, CPWA® Are you an executive who’s watched your 401k company stock drop 30%, 40%,
By David L. Dunn, CPA/PFS, CFP®, CPWA® Do you have highly appreciated company stock inside your 401k? If so, are
By David L. Dunn, CPA/PFS, CFP®, CPWA® Watch the video below to see what every executive with company stock in
By David L. Dunn, CPA/PFS, CFP®, CPWA® Click below to watch the video to see exactly how this mistake plays
