stock options and RSU's taxes

Are Your Stock Options Setting You Up for a Wealth Win or a Tax Trap?

Receiving stock options from your company is a major financial milestone.  Whether you are working at an early-stage private startup or an established public company, equity compensation is one of the most effective tools available to build significant wealth. However, stock options are not simply free cash.  They are complex legal contracts with massive tax consequences attached to every decision …

healthcare and retirement Arizona

How Your Health Impacts Your Financial Plan (More Than You Think)

From healthcare costs to retirement age, your physical well-being plays a major role in your financial future. Most people don’t immediately connect physical health with financial planning — but the two are deeply intertwined. Your current health, family medical history, and lifestyle habits can all affect everything from how much insurance you need… to when you can retire… to whether …

medicare arizona

Making Sense of Medicare Parts A, B, C, and D

With its four distinct parts, Medicare can be an alphabet soup of complexity. We provide an overview of the various components and how they impact your healthcare costs. Medicare is available to virtually all U.S. citizens and legal residents 65 years of age and over who have previously worked and paid U.S. taxes or who are/were married to someone who …

The Basics of Medicare Advantage Plans

Take a look at Medicare Advantage plans as you search for the best option for your health care needs. There are two ways to enroll in Medicare. The first is through original Medicare, which includes Parts A and B. The second is through Medicare Advantage plans, which bundle Parts A and B in an “all-in-one” health coverage package. Original Medicare …

medicare arizona

Facing the Complexities of Medicare

Understanding the basics of Medicare A, B and D will help you take necessary steps on schedule. It will also help you deal with problems in the system when you must. Begin the enrollment process in advance of your 65th birthday, or immediately after any other qualifying event, in order to become eligible for benefits as soon as possible. Retirement …