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About Alex Caswell, CFA CFP®

Alex’s motto is every dollar counts. Alex brings financial planning expertise, white-glove service, crazy creativity, and polite persistence when it comes to championing our client’s goals. No challenge is too big or too small to solve for clients when it comes to getting them to their financial definition of success. Alex holds the Chartered Financial Analyst designation and the Certified Financial Planner® designation.
13 04, 2020

A Guide to the Stimulus Package for COVID-19 Impacted Individuals and Families

By |2020-04-27T17:18:57+00:00April 13th, 2020|Financial Planning, Tax Management|0 Comments

The stimulus package for COVID-19 was signed into law by President Trump on Friday, March 27th, 2020. The act is extremely broad and impacts everyone from individuals to airlines. To get a better grip on the CARES Act we decided to write up a guide for individuals and families. This [...]

9 03, 2020

RSU Tax Rate Is Exactly The Same As Your Paycheck

By |2022-06-30T15:00:53+00:00March 9th, 2020|Equity Compensation, Financial Planning, Tax Management|0 Comments

One of the biggest benefits of working for high tech companies is receiving equity. As a CFP, it is one of my favorite and most important topics to discuss. Your employer can pay equity in several ways. With each form of equity compensation, there are a variety of tax rules [...]

22 05, 2019

Instant Gratification and a Gold Star: The alternative path to good financial habits through a Good Decisions Fund

By |2020-04-27T17:18:57+00:00May 22nd, 2019|Investing|Comments Off on Instant Gratification and a Gold Star: The alternative path to good financial habits through a Good Decisions Fund

Unless you make a living writing a financial frugality blog, it is rare that someone truly enjoys the process of budgeting. When asked to think about budgeting most of us get unpleasant flashbacks of how we have failed in the past. I myself have struggled for years to figure out [...]

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