Blog
Short, plain-English notes on taxes, company stock, and retirement, written for the questions our clients actually ask.
You Just Sold Your Company. What Should You Do in the First 90 Days?
October 26, 2026
Park the cash, set aside the taxes, and give yourself time before any big decisions.
How RSUs Are Taxed: At Vest and When You Sell
October 24, 2026
RSUs are taxed as pay when they vest. Why the 22% withheld often isn't enough, and what to check before you sell.
Paycheck Checkup After a Big Vest: What the IRS Reminder Still Means This Fall
October 24, 2026
A big vest can leave you short at tax time. What to check on your withholding before year end.
You Saved for Decades. Why Is Spending Still Hard?
October 24, 2026
A simple way to give yourself permission to spend when the plan already says yes.
Rolling Over a 401(k) When You Retire or Change Jobs: What the IRS's New Sample Forms Mean
October 20, 2026
The 60-day rule, the 20% withholding, and what to ask about company stock before you move a 401(k).
Your Trading Window Just Opened. Should You Sell Company Stock?
October 20, 2026
A simple way to decide how much company stock to keep and how much to sell.
October 15 Tax Extension Deadline: What Is Due When
October 6, 2026
An extension gives you more time to file, not more time to pay. What was due in April and what is due October 15.
2026 Year-End Guide: Navigating the Net Investment Income Tax (NIIT)
October 5, 2026
Who owes the 3.8% tax on investment income, and what to review before December 31.