Tag: finance

W-2 Employee vs. 1099 Independent Contractor: Understanding the Key Differences

As careers become more flexible and non-traditional, many professionals find themselves choosing between working as a W-2 employee or a 1099 independent contractor. Each structure comes with distinct advantages, trade-offs, and planning considerations. There is no universally “better” option. The right choice depends on income stability, benefits, lifestyle preferences, risk tolerance, and long-term goals. Understanding… Read More W-2 Employee vs. 1099 Independent Contractor: Understanding the Key Differences

Keith-WeissLeave a comment

Tax Questions We Hear Most from Clients

Taxes are one of the most common sources of uncertainty in personal finance. Even highly successful, well-organized families often wonder whether they’re missing something—or making decisions without seeing the full picture. Over time, we tend to hear the same thoughtful questions from clients. While every situation is unique, these questions often signal the right instincts:… Read More Tax Questions We Hear Most from Clients

Keith-WeissLeave a comment

What Does a Financial Planner Actually Do? (Beyond Investments)

When people search for a financial planner, they often assume the role is primarily about investments — choosing portfolios, managing markets, and tracking performance. In reality, investment management is only one part of comprehensive financial planning. A financial planner helps individuals and families make informed financial decisions so their money supports the life they want… Read More What Does a Financial Planner Actually Do? (Beyond Investments)

Keith-WeissLeave a comment

6 Questions You Should Be Asking When Hiring a New Financial Planner

The role of a financial planner is to help you and your family figure out how to best save earnings, retain value, grow holdings and meet long-term financial goals. Planners should provide short- and long-term expectations with the same portfolio, which can be quite an undertaking. The value of the planner is that he or… Read More 6 Questions You Should Be Asking When Hiring a New Financial Planner

Keith-WeissLeave a comment

5 Year-End Tax Planning Strategies for High Income Earners

1. Review Realized Gains & Income to Date Understanding your earnings from work is usually straightforward, but tracking what’s happening in your investment portfolio can be more complex, especially for busy professionals. Ideally, it’s wise to monitor your portfolio throughout the year to stay on top of potential tax liabilities and determine if estimated taxes… Read More 5 Year-End Tax Planning Strategies for High Income Earners

Keith-WeissLeave a comment

Exercise Caution When Exercising Incentive Stock Options

Compared with other forms of compensation, incentive stock options (ISOs) can provide executives and other employees with substantial tax breaks. If held for a certain period of time, shares purchased as ISOs may escape all taxes other than the relatively low long-term gains rate of 15%. But as many “paper millionaires” discovered during the most… Read More Exercise Caution When Exercising Incentive Stock Options

Keith-WeissLeave a comment

4 Ways Your Life Insurance Policy Can Benefit You While You’re Living

You’ve shopped around for whole life insurance and have found a policy that yields the best benefits for your family, from funeral preparations to aiding in supporting them for years to come. However, you may not be aware that there are some ways you can reap the benefits of your life insurance policy during your… Read More 4 Ways Your Life Insurance Policy Can Benefit You While You’re Living

Keith-WeissLeave a comment