WealthChoice

A community of professional women who are clients, friends, and valued resources of WealthChoice. WealthChoice is a life planning firm for executive women.

05/29/2026

Yes, 529 plans are a powerful college savings tool. The tax-free growth, the state deductions, the flexibility- they’re real advantages worth using.

But for breadwinner women, the college savings conversation isn’t just about opening an account. It’s about making sure that saving for your kids doesn’t come at the expense of saving for yourself.

We see it all the time. High-earning women who are fully funding their children’s education, but they…
❌ Haven’t maxed their own retirement contributions
❌ Haven’t built a taxable investment account
❌ Haven’t addressed their own financial gaps

Saving for your kids’ college is important, especially if it aligns with your values.

But you also need to put your own financial oxygen mask on first. Always.

#529

05/27/2026

These aren’t rude questions. They’re the right ones to make sure you’re partnered with an advisor who cares.

A true fiduciary will welcome them.
Anyone who gets defensive or evasive? That’s your answer.

At WealthChoice, we built our firm around breadwinner women who deserve an advisor whose interests are 100% aligned with theirs. Because you deserve to work with a team you can trust.

05/26/2026

The difference between a qualified and disqualified sale of ISOs alone can shift your tax rate from 20% to 37%. Timing matters AND strategy matter.

If equity compensation is part of your package and you haven’t reviewed your exercise strategy recently, now is a good time to start. Link in bio for our full breakdown of ISOs vs. NSOs.

05/21/2026

She’s back, and she’s glowing! 👰

If you follow along here, you may have caught the news: our own Marnie just got married and headed straight to Japan for her dream honeymoon.

Tokyo. Hakone. Kyoto. Osaka. 12 days of fully present, deeply magical travel. (And apparently, the Tsukiji Fish Market and the onsens in Hakone were absolute highlights.)

We are so happy for Marnie and her husband, and honestly? Watching her come back recharged and joyful is a reminder of what we’re all working toward- a life that’s full, on every level.

Here’s to the next chapter, Marnie 🎉
We’re so glad you’re part of our team

05/12/2026

More income. More equity.
More decisions. More at stake.

That’s not a criticism- it’s the reality of building a career at a high level. But it’s also why having a financial plan that’s actually built around your life matters so much.

Not a generic plan. Not a one-size-fits-all portfolio. A strategy that accounts for your equity compensation, your tax situation, your timeline, and where you want to go.

That’s the work we do with our clients every day. And it’s what I believe every high-achieving woman deserves access to.

05/11/2026

Waiting can make sense if you’re holding ISOs and want to qualify for long-term capital gains treatment. But waiting also means carrying concentrated risk, potential AMT exposure, and the possibility of exercising under time pressure when the expiration date approaches.

The right answer isn’t “wait” or “act now.” It’s having a strategy that accounts for your tax picture, your financial goals, and your timeline.

That’s what we help our clients build.

05/06/2026

The equity compensation, career transitions, tax complexity. The reality of being the financial anchor for your family while also trying to build long-term wealth.

That’s a specific situation. It deserves specific guidance.

That’s why WealthChoice exists- and why everything we do is built around women who are navigating exactly this.

05/05/2026

Here are four things worth looking at before you close the folder for the year:

1️⃣ Lines 1–8 on your 1040
If your W-2 income looks higher than your salary, it may be because NSO or RSU income was reported as ordinary income. That’s worth understanding.

2️⃣ Schedule D
This is where capital gains from stock sales show up — and where you can see whether you were taxed at short-term or long-term rates.

3️⃣ Form 6251
If you exercised ISOs and held the shares, check whether this form was included. This is where AMT exposure appears — and where potential future AMT credit begins.

4️⃣ Your effective tax rate
Divide your total tax by your total income. If that number jumped this year, it’s worth knowing why before next year.

Your tax return isn’t just paperwork. It’s a signal.
What’s yours telling you?

04/21/2026

Here’s the short version 👇

ISOs are not taxed when you exercise them, but they can trigger the alternative minimum tax if you hold the shares.

NSOs are taxed as ordinary income the moment you exercise, regardless of whether you sell.

Understanding which type you have, and when to act, is one of the most important things you can do with your equity compensation.

Our latest blog post breaks it all down. Link in bio

Address

1001 B Avenue, Suite 320
Coronado, CA
92118

Website

http://WealthChoice.com/

Alerts

Be the first to know and let us send you an email when WealthChoice posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to WealthChoice: