estate planning

Considerations for Passing an Inheritance to Your Children

For many people, building wealth means the opportunity to leave an inheritance to their heirs. If you’d like to leave something behind for your children or grandchildren, it’s important to understand that it will impact much of your financial planning. For example, you’ll likely need to increase your savings and explore which tax-advantaged retirement plans …

Considerations for Passing an Inheritance to Your Children Read More »

Q2 2021 QMR

2021 2nd Quarter Investment Review and Portfolio Update

In our quarterly investment update, we’d like to: Summarize market activity over the 2nd quarter of 2021 Discuss portfolio changes to incorporate additional private debt investments Provide various market returns information Market Summary for the 2nd quarter of 2021 Global equity markets advanced ~7% in the second quarter as economies continue to recover from the …

2021 2nd Quarter Investment Review and Portfolio Update Read More »

stock options

Stock Options 101: What You Need to Know About ISOs, NQSOs and Restricted Stock

Employee stock options are a common form of equity compensation that companies use to attract and retain the best talent. Stock options give you the potential to share in the growth of your company’s value with little risk to you – until you exercise your options, that is. There are multiple types of stock compensation, …

Stock Options 101: What You Need to Know About ISOs, NQSOs and Restricted Stock Read More »

optimizing employee benefits

Strategies for Optimizing Employee Stock Options

In recent years, stock options have begun to regain their popularity in executive compensation packages, after falling out of favor during the dot-com bust. Their recent resurgence means there are also growing numbers of executives making poor choices, often because they lack good advice or because they have unwarranted optimism about their companies’ stock prices. …

Strategies for Optimizing Employee Stock Options Read More »

529 plan

Multi-Generational Planning: Funding a 529 Plan for Your Grandchildren

A college education does not come cheaply. Forbes has estimated that the price of a college education has increased 8 times faster than wages, making it important for families to plan ahead in order to fund educational expenses. At Wade Financial Advisory, Inc. (WFA), we routinely discuss the benefits of establishing an Education Savings Plan …

Multi-Generational Planning: Funding a 529 Plan for Your Grandchildren Read More »

Beware of Economic Impact Payment (Stimulus Checks) Scams

Beware of Economic Impact Payment (Stimulus Checks) Scams

The IRS is issuing economic impact payments (EIP) to millions of eligible taxpayers (up to $1,200 for individuals and $2,400 for joint filers). A taxpayer is eligible if their adjusted gross income is below $99k for individual filers or $198k for joint filers. The payments are automatic for eligible taxpayers who have already filed their 2018 …

Beware of Economic Impact Payment (Stimulus Checks) Scams Read More »