Friday, May 31, 2019
Now that the standard deduction has doubled, many are finding that their donations no longer produce the tax benefits they once did.
Thursday, May 30, 2019
Amazon corporate employees working more than 30 hours per week are eligible for both short-term and long-term disability coverage at no additional cost.
Wednesday, May 29, 2019
Amazon employees receive two types of life insurance: a basic policy paid by Amazon and a supplemental policy that allows you to add coverage as needed.
Thursday, May 23, 2019
Remember that Amazon RSUs are taxed at vesting—not at exercise. This is a common misconception because stock options are taxed only when they are exercised.
Wednesday, April 4, 2018
You’ve been thinking about making a job change. You’ve polished your resume, made some tweaks to the LinkedIn profile, and ramped up your networking. After nailing a few interviews, you now have an offer in hand. What’s next?
Friday, January 12, 2018
As Personal CFOs, we work with clients to see the big picture—their total balance sheet and how everything works together. We also painstakingly catalog and analyze every detail, understanding how each component fits into the broader, holistic plan.