Skip to content
Greene Consulting
  • Our Services
  • About Us
    • Client List
    • Team
    • Testimonials
  • Contact Us
  • – LOGIN –

Bruce Starks, CPA, CFP®

Behavioral Coaching, Your Practice, and Your Paycheck

By Bruce Starks, CPA, CFP® | January 16, 2023

The Scenario There’s an old story about the future of air travel; the pilot’s job is fully computer-controlled from before takeoff to after landing yet, as the story goes, every flight has a human pilot and a dog in the cockpit. The dog’s job? Bite the pilot if they touch any of the controls. Here’s…

Read More

Winners and Losers in the 2022 Inflation Reduction Act

By Bruce Starks, CPA, CFP® | December 29, 2022

The Scenario Laws enacted by those ladies and gentlemen we send to Congress are seldom a panacea for all. The 2022 Inflation Reduction Act certainly fits that mold, as will be evident when we summarize the winners and losers under the Act. But first, here’s a quick editorial note—as with all of our articles, the…

Read More

Avoid Common Business Succession Failures

By Bruce Starks, CPA, CFP® | December 15, 2022

Why do many small businesses fail after a transition to new leadership? Because the business owner did not plan the transition! Sadly, these business failures can often be traced to wholly preventable causes. So how should a savvy advisor with business owner clients or prospects respond to these avoidable causes of business failure? Use this…

Read More

Making the Most of Restricted Stock Awards

By Bruce Starks, CPA, CFP® | November 24, 2022

The Scenario Your client received a Restricted Stock Award (RSA). So naturally, they have questions that may range from the basics to maximizing the after-tax value. This article reveals how RSAs work, their pros and cons, and tax issues. How RSAs Work Restricted Stock Awards (RSAs) are a form of equity-based nonqualified deferred compensation granted…

Read More

How to Avoid Incentive Stock Option Traps

By Bruce Starks, CPA, CFP® | November 10, 2022

The Scenario Your client was granted incentive stock options (ISOs) by their employer. If your client is like many, the next question could be, “what are my next steps?” The next steps would generally include a brief review of what ISOs are and how they work. We’ll address those steps and then identify how to…

Read More

Get the Bear, or the Bear Gets You

By Bruce Starks, CPA, CFP® | October 27, 2022

The Scenario Bear markets and sell-offs evoke strong emotional responses that can lead clients to investment decision errors. Yet, tragically, clients may be unaware that their response is emotionally driven, not logic-driven. As a result, in extreme cases, a client’s portfolio can take years to recover from investment decision errors. Challenge for Financial Advisors How…

Read More

Building Wealth with Nonqualified Stock Options

By Bruce Starks, CPA, CFP® | April 6, 2022

The Scenario Your client was granted nonqualified stock options by their employer. A typical client question might be, “How do I get the most from my options?” Savvy advisors position themselves to respond to that question. We will address vital guidance-driven considerations, including: Understanding Nonstatutory Stock Options, Keeping Your Eyes on the Calendar, and Cutting…

Read More

Financial Advisor Social Security Challenge

By Bruce Starks, CPA, CFP® | June 8, 2021

The Challenge Social Security benefits are key to most Americans’ quality of life during retirement. Yet, an alarming number of clients approaching retirement do not have a basic understanding of Social Security benefits. Twelve fundamental questions were posed to 1,5001 pre-retirees to gauge their Social Security knowledge. Take the same true/false survey quiz below to…

Read More

What Does a CFP® Certificant Do?

By Bruce Starks, CPA, CFP® | April 30, 2012

One of the great benefits of the CFP® Certification is the number of doors it opens in terms of a career path. While the traditional financial planner is what most people associate with a CFP® Certificant, there are many jobs in the financial services industry you’ll see certificants working in. Below we’ve listed a few…

Read More

Financial Planning Strategies to Maximize Social Security Benefits

By Bruce Starks, CPA, CFP® | April 16, 2012

A major decision in retirement planning is identifying when to begin withdrawing Social Security retirement benefits. If you begin receiving benefits before your normal retirement age, you receive a smaller monthly benefit, but with a longer life expectancy (resulting in more benefit checks received); if you delay until after normal retirement age, you get larger…

Read More

Recent Posts

  • Behavioral Coaching, Your Practice, and Your Paycheck
  • Winners and Losers in the 2022 Inflation Reduction Act
  • Avoid Common Business Succession Failures
  • Making the Most of Restricted Stock Awards
  • How to Avoid Incentive Stock Option Traps

Archives

  • January 2023
  • December 2022
  • November 2022
  • October 2022
  • August 2022
  • June 2022
  • April 2022
  • March 2022
  • February 2022
  • October 2021
  • July 2021
  • June 2021
  • April 2021
  • July 2020
  • June 2020
  • May 2020
  • April 2020
  • August 2019
  • May 2019
  • April 2019
  • March 2019
  • February 2019
  • January 2019
  • November 2018
  • October 2018
  • July 2018
  • November 2017
  • October 2017
  • August 2017
  • May 2017
  • March 2017
  • November 2016
  • October 2016
  • September 2016
  • July 2016
  • March 2016
  • February 2016
  • January 2016
  • June 2015
  • May 2015
  • April 2015
  • January 2015
  • August 2014
  • June 2014
  • May 2014
  • March 2014
  • October 2013
  • February 2013
  • January 2013
  • December 2012
  • September 2012
  • August 2012
  • July 2012
  • June 2012
  • May 2012
  • April 2012
  • March 2012
  • February 2012
  • January 2012
  • December 2011
  • November 2011
  • October 2011
  • September 2011
  • August 2011
  • July 2011
  • June 2011
  • May 2011
  • April 2011
  • March 2011
  • January 2011
  • December 2010

Categories

  • Business Banking
  • Business Owners
  • Business Succession Planning
  • Certified Personal Retirement Specialist
  • CFP
  • Client Experience
  • Coaching
  • Commercial Banking
  • Corporate Executive
  • DOL
  • Employee Experience
  • Estate Planning
  • Financial Advisor
  • Financial Planning
  • Financial Services
  • Good to Know
  • Investments
  • Leadership
  • Mass Affluent
  • Practice Management
  • Retail Banking
  • Retirement Planning
  • Sales
  • Strategy
  • Training
  • Uncategorized
  • Wealth Advisor
  • Wealth Management

Meta

  • Log in
  • Entries feed
  • Comments feed
  • WordPress.org
© Greene Consulting Associates, LLC. All Rights Reserved.