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MFAC BLOG


What Should I Consider Before I Retire? A Comprehensive Pre-Retirement Guide
The questions you need to answer before you walk out the door Retirement feels like a single moment — the last day of work, the first Monday morning with nowhere to be. But the financial reality is that retirement is a series of interconnected decisions, and most of them need to be made before you leave your employer. Miss one, and it can cost you real money for years. This guide walks through the major issues to consider before you retire, organized into six categories: cash
Tad Jakes, CFP®, EA, ECA
2 days ago8 min read


Wealth Management Series Wrap-Up: Crafting Your Personalized Path Forward
As we conclude “Your First Year of High-Net-Worth Financial Planning,” this final installment brings together the essential components...
Tad Jakes, CFP®, EA, ECA
Jun 30, 20254 min read


Equity Compensation Planning: Maximizing Value While Minimizing Risk
In today’s competitive job market, equity compensation has become an increasingly key component of total compensation packages,...
Tad Jakes, CFP®, EA, ECA
Apr 24, 20256 min read


Tax-Smart Moves for Your Stock Awards Before the Year Ends
As the year draws to a close, it’s important for employees with equity compensation to review their holdings in restricted stock awards...
Tad Jakes, CFP®, EA, ECA
Dec 10, 20244 min read


Restricted Stock Units (RSUs): Key Considerations to Maximize Value
Restricted stock units (RSUs) are a popular form of equity compensation for publicly traded companies seeking to attract and retain top...
Tad Jakes, CFP®, EA, ECA
Aug 23, 20248 min read


Creating a Strategy for Exercising Non-Qualified Stock Options
The world of equity compensation has grown over the past few decades. With employers looking for new ways to attract, retain, and...
Tad Jakes, CFP®, EA, ECA
Aug 13, 20246 min read

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