Following the death of your spouse, you may find yourself functioning in a state of shock as you struggle to put one foot in front of the other. The last thing on your mind is probably your finances. However, there are some important financial challenges ahead as you navigate the days, weeks and months following … Read more
Restricted stock units (RSUs) are a form of incentive compensation granted to key employees as part of an overall compensation package. Typically, RSUs are reserved for executives and other high-level employees. Unlike traditional stock options, RSUs represent a commitment by the employer to grant a designated number of company stock shares to the employee once … Read more
Most people experience career uncertainty at some point in their lives. It can be difficult and scary to contemplate a job loss, career change or relocation. Fortunately, a little bit of planning can go a long way toward ensuring your financial security during a period of unemployment or job transition. The following tips can help … Read more
6 Actions to Take Now to Increase Wealth for the Next Generation If your financial goals include building wealth to pass along to your next generation of family members, there are some smart steps you can take today to bolster your financial legacy and build lasting generational wealth. #1 – Teach your kids about smart … Read more
As the annual tax filing deadline nears, you may find yourself scrambling to gather receipts, tax forms and paycheck stubs. If you are wishing you had done more earlier in the year to prepare, you’re not alone! However, the benefits of advanced preparation go beyond avoiding the last-minute tax filing scramble. Engaging in year-round tax … Read more
If you are a charitably minded individual, you probably donate to charities to have a positive impact on the causes that matter most to you. An added benefit to your charitable donations is that they can help reduce your tax liabilities. Wouldn’t it be great if there were a way to maximize your charitable impact … Read more