Christopher Estrada

    deferred compensation written on black paper with a calculator, cash, and pen in the background

    FEATURED INSIGHT

    Retaining Key Employees with Deferred Compensation Plans

    Deferred compensation plans help businesses potentially retain key...

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    The M.I.L.O Method: A Financial Planner’s Playbook for Concentrated Positions
    The M.I.L.O Method: A Financial Planner’s Playbook for Concentrated Positions

    If you work in tech, there’s a good chance a meaningful portion of your net worth is tied up in...

    A Financial Planner’s Guide to Roth Conversions: A Tool for Recent Retirees
    A Financial Planner’s Guide to Roth Conversions: A Tool for Recent Retirees

    A Financial Planner’s Guide to Roth Conversions: A Tool for Recent Retirees

    Should I Have an HSA?
    Should I Have an HSA?

    Personal healthcare costs are expected to increase an average of 5% annually in the U.S. in the...

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