Entries by Joe Occhipinti

Handling ESOP Shares & Taxes

Joe Occhipinti Wealth Advisor Warren Street Wealth Advisors   Sometimes an employer’s benefits program can include an employee stock ownership plan, commonly referred to as an ESOP plan. An ESOP plan is an employee benefit that allows its company’s participants to purchase the common stock of their company. Those who participate often receive tax benefits […]

Tax Write Offs. Tax Write Offs Everywhere…

It’s no secret that streamers don’t like paying taxes, we don’t either. Don’t let taxes drag down your profits as a streamer or content creator. Using bookkeeping software should be one of the first things you do to take control of your stream as a business and attempt to reduce your tax liability. Bookkeeping will […]

SCE Medical Benefit Breakdown

In the 12 Keys to Retiring from SCE with Confidence, #5 states “Take Advantage of Your Medical Subsidy”. If you are retiring from Southern California Edison you might be eligible for a retiree medical benefit. This will be a new expense you should budget for in retirement. Here are the two common retiree medical benefits […]

It’s Your Stream, Your Money

As many have come to learn, taxes can be the most complicated part of being a full time content creator or professional gamer. With some people being considered contractors or employees of a team, or both, it can be difficult to navigate your tax liability and learn how to reduce it. However, there are solutions […]

Lump Sum? Annuity? What?

If you’ve read our 12 Keys to Retiring from SCE with Confidence, you’ve seen us make mention of the cash balance pension plan. It is a key part of your successful retirement from Edison, and we want to make sure you make full use of it. Here’s the 411 (people still say this, right?) on […]

Do Women Face Greater Retirement Challenges than Men?

Do Women Face Greater Retirement Challenges Than Men? If so, how can they plan to meet those challenges? Provided by Joe Occhipinti A new study has raised eyebrows about the retirement prospects of women. It comes from the National Institute on Retirement Security, a non-profit, non-partisan research organization based in Washington, D.C. Studying 2012 U.S. […]

The A, B, C, & D of Medicare

The A, B, C, & D of Medicare Breaking down the basics & what each part covers. Provided by Joe Occhipinti Whether your 65th birthday is on the horizon or decades away, you should understand the parts of Medicare – what they cover, and where they come from. Parts A & B: Original Medicare. America […]