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Blog

rocket launch light trail at dusk by SpaceX courtesy of Unsplash.
Swami Nathan | Oct 7, 2026

Nonqualified Deferred Compensation for Executives

Retirement
Taxation
deferred compensation
How to weigh the tax benefits and plan future payments
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Two hands forming a rectangular frame around a sunset over a winding road and mountains.
Swami Nathan | Oct 6, 2026

More Than a Number: The Four Risks That Shape Your Retirement

Retirement
Risk Management
Health
Investments
Finance

Many people can tell you their portfolio balance. Far fewer can tell you what else determines whether their retirement actually works.

That's understandable. The

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a row of brick building store fronts
Swami Nathan | Sep 30, 2026

Business Succession Planning: Built to Last vs. Built to Transfer

Finance
Retirement
Estate Planning
Family
Investments

Many business owners spend decades building something that works. The team. The reputation. The customers who keep coming back.

Then comes a quieter assumption

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default blog image
Swami Nathan | Sep 23, 2026

Section 1244 Stock Losses for Founders and Early Investors

Taxation
When a startup investment fails, Section 1244 may let founders and early investors treat part of the stock loss as an ordinary deduction. Here’s who qualifies
Read More

Office

1217 Hutchings Avenue
Glenview IL 60025

Contact Info

(412) 951-7110
snathan@thresholdwealth.com

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Express Consent

Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.

Separate from the financial plan and our role as a financial planner, we may recommend the purchase of specific investment or insurance products or account. These product recommendations are not part of the financial plan and you are under no obligation to follow them.

Life insurance products contain fees, such as mortality and expense charges (which may increase over time), and may contain restrictions, such as surrender periods.

ADV Part 2A & 2B

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