Platt Wealth Management

Stock options: don't leave money on the table. Plan for vesting, exercising, and the sale of your stock options.

Jeff Platt, our Chief Investment Officer, weighs in on Osterweis Emerging Opportunity in this month's Morningstar Investment Magazine. https://www.nxtbook.com//mornin/magazine_2020q4/index.php

https://plattwealthmanagement.com/save-more-the-smart-way/ You may be already maxing out your 401K and looking for smart ways to save more toward your financial goals.

Get expertise and knowledge from a skilled financial advisor to achieve your goals.

The death of a spouse can be overwhelming on top of your grief. A good financial advisor can help you get through the financial steps you need to take quickly. See our financial survivor checklist of what you should do first. #finance #marriage

Just like the best athlete needs a coach, even the savviest investor can use insights and advice from a skilled financial advisor.

Filing for social security can be a complicated and overwhelming process. A social security analysis can help you make a strategic decision for when to file and how to file and should be built into your comprehensive financial plan. #retirementplanning #money

To manage finances and achieve goals, everyone needs a financial advisor and a plan. Read this article to learn how I can help you build the future you deserve.

Congratulations to Jeff Platt for achieving the Master of Law degree in taxation (LL.M) ! https://gph.is/g/aj1pDPG

It’s no secret that many Americans put off creating a will even those who need it most. But one milestone event often triggers a shift in mindset: the arrival of a child or grandchild. Usually, it hits people right before they get on a plane for the first time following the child’s birth: If the plane crashes, what happens to our kids, and how do we make sure they’re taken care of after we’re gone?

Find the latest updates, extensions and information about the Paycheck Protection Program.

There's no better time than National Simplify Your Life Week to prioritize, consolidate and plan.

Aloha, and welcome to our Hawaii Friday. We invite you to take a moment in your day to enjoy some Hawaii style spirit with us!

Does the current stock market and state of your investments have you questioning your broker? Is your portfolio management getting too complex and time consuming for a DIY approach? It might be time to make a move to a fee-only financial advisor.

It can be challenging to plan for your retirement if you find yourself in the sandwich generation. A good financial advisor can help you stay on track while caring for aging parents and college-bound kids.

Happy 4th of July!

Congratulations to Jeff Platt for achieving the LLM!