Helping employees with equity compensation and solo entrepreneurs reach financial independence through financial and tax optimization.
Greater Philadelphia
Joined January 2021
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It's book release day! The Equity Compensation Handbook is your go-to guide for understanding and maximizing stock options, RSUs, and RSAs.
Unlock financial independence with expert tips on salary negotiation, tax optimization, and more!
Grab your copy on Amazon now!
#equitycompensation #financetips #newbookalert
purposebuiltfs.com/blog/the-…
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Quoted in @USATODAY on home equity loans. Thanks to Catherine Collins for including me.
Lenders look past your score to DTI and CLTV. Best lever: pay down revolving balances, but keep your emergency fund.
usatoday.com/story/money/mon…
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Honored to be quoted in @CNBC today breaking down short-term cash strategies following the latest 4.2% CPI inflation print.
With consumer prices rising, keeping short-term cash optimized matters more than ever. My take from the piece: 🧵👇
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"For my clients and my own personal cash, I prefer ultra-short Treasury ETFs. You get a yield backed directly by the U.S. government [and] daily liquidity."
When interest rates are elevated, you don't need to take on unnecessary market risk with your cash reserves - you just need to match the right vehicle to your exact timeline.
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Corporate executives: Why do you keep getting hit with a massive, unexpected tax bill every April despite your employer handling payroll automatically?
It’s not an error. It’s a built-in feature called the 22% Supplemental Tax Trap.
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The "Trump Account" (Section 530A) officially launches on July 4, 2026.
But for high-earning households, it's not a silver bullet. It's one piece of a complex tax puzzle involving 529s, Roth IRAs, and the Kiddie Tax.
Here is the 2026 Child Savings Hierarchy: purposebuiltfs.com/blog/the-…
Don't let a "one-size-fits-all" approach lead to an accidental 37% tax bill on your kid's savings.
#TaxTwitter #Investing #OBBBA #FinancialPlanning #RothIRA
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My firm's core is broad-based ETFs, but I’ll let you in on a secret: I still love the "search for Alpha." I keep a small % for high-conviction picks—it’s about math + the hunt for the next winner.
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New Year, New Tax Strategy.
It’s Jan 3rd, 2026. You have a full year to shift $16k+ of business profit into your child’s 0% tax bracket.
The result?
✅ Lower tax bill for you.
✅ Tax-free Roth IRA for them.
✅ Huge payroll tax savings.
The "How-To" for 2026:
purposebuiltfs.com/blog/payi…
#TaxStrategy #FamilyBusiness #WealthBuilding #2026Taxes
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US stocks led for nearly a decade. In 2025? International is winning big.
Diversification is still a thing. Don't chase yesterday's winners. Build for tomorrow.
purposebuiltfs.com/blog/dive…
#Investing #Markets #Stocks #WealthManagement #FinancialPlanning
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High earner? Don't just write a check this #GivingTuesday.
Strategic giving = More impact + Lower taxes.
Things to consider:
🔹 QCDs: Now indexed for inflation (up to $108k!)
🔹 Bunching: Beat the high standard deduction.
🔹 Stock vs. Cash: The executive's best move.
purposebuiltfs.com/blog/stra…
#TaxTwitter #Philanthropy #WealthManagement #FinancialPlanning #Investing
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Financial Freedom Reimagined: Coordinated Planning for Today's High Earners - mailchi.mp/purposebuiltfs/ju…
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High-Net-Worth Client Satisfaction:
🥇 Personal Trainer: 9.3
🥈 Pool Service: 8.0
🔻 Financial Advisor: 7.2
Traditional model failed. Solution: Integrated CFP/CPA expertise & max 50 clients per advisor. Stop paying for generic.
purposebuiltfs.com/blog/why-…
#WealthManagement #HNWI #CFP #CPA
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Sadly, not much on this CNBC survey surprises me. The very first thing I tell potential clients during a discovery meeting is that the most important factor when selecting an advisor (assuming they are all CFPs) is that they need to be comfortable talking with the person.
Our ability to help is severely limited without open communication.
However, I was genuinely shocked by one of the professions that had a higher satisfaction rate than their financial advisor: Their Pool Service Person!?!?!
I'm seriously starting to worry there might be some truth to those old 'pool boy' stories you hear about!
cnbc.com/2025/11/08/milliona…
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Myth: "I'll die at 78, so delaying Social Security or doing Roth conversions is pointless."
Reality: If you make it to 65, you're planning for 83-85+.
That difference is a GUARANTEED 30%+ SS raise & decades of tax-free growth through conversions. Don't leave value on the table.
purposebuiltfs.com/blog/why-…
#SocialSecurity #RothIRA #RetirementPlanning #TaxHacks #LongevityRisk #Wealth
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AI stocks got you buzzing? You probably already have more #AIExposure than you think!
Our latest article reveals why your #SP500 portfolio is likely already riding the AI wave. The "Magnificent 7" = 35% of S&P 500 (deep in AI) and AI set to add ~$920B to S&P 500 earnings by 2026!
Don't chase hype. Diversify smart. #FinancialPlanning
purposebuiltfs.com/blog/ai-i…
#AIInvesting #SP500Investing #SmartInvesting #RetirementPlanning #FinancialFreedom #WealthBuilding #noFOMO #PurposeBuilt
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Wealth isn’t just about assets - it comes with emotional weight.
Imposter syndrome. Lifestyle creep. The “Family CFO” burden.
High earners need strategy that goes beyond the spreadsheets.
Read The Hidden Cost of Success: purposebuiltfs.com/blog/the-…
#wealth #FinancialPlanning #TaxStrategy #Legacy #PurposeBuilt #HighEarners
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IRS finalized the Roth catch-up rule today. High earners: starting in 2026, your catch-up contributions must be Roth. Here's the breakdown:
✅ No upfront tax deduction
✅ Tax-free growth and withdrawals
✅ A new 'super catch-up' for ages 60-63
purposebuiltfs.com/blog/irs-…
#IRS #Roth #retirement #taxplanning #SECUREAct #FinancialPlanning #personalfinances
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Well that is a concerning previous high year for tech...
Make sure you follow through with all your regularly scheduled rebalancing plan.
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My daughter said she needed to @cdejean23 a pass in her first flag football game and holy smokes, she did it!
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