Author: Mark Starosciak, CFP®
Author
A Primer on Company Stock Options
Over the years we have witnessed more than a few clients build a substantial amount of wealth via their employer stock options. Admittedly, we have also seen in... Read more.
6 Tips on Negotiation, Salary & Benefits With Your New Employer
When you go through the interview process and receive a job offer, you may be content to accept it even though it may be far much lower than your worth. If you ... Read more.
7 Action Items for a Successful Job Change
Can life get anymore busy and hectic, particularly as the world deals with the ongoing COVID-19 pandemic and its massive disruption to even the simplest of dail... Read more.
Tokyo 2020: What’s the Cost of a Gold Medal?
The 2020 Tokyo Olympics wrapped up with closing ceremonies on August 8, and it’s certainly been an Olympic games like no other for good and bad reasons. Team ... Read more.
What is a 403(b)? Everything You Need to Know
A Definitive Look One of the main areas of advisement to clients is helping them figure retirement, 403(b), or what we call ‘Financial Independence.’... Read more.
The New Child Tax Credit Explained
In today’s world, investors and saviers don’t have luxury of missing out on any opportunity they have to minimize taxes and enjoy the benefits of ou... Read more.
Retirement Confidence: How Do You Compare?
2021 Retirement Confidence Survey Will your retirement dreams match your reality? This is an important question to answer for many of our clients. Given the vas... Read more.
Thoughts on Inflation & the Markets
One of the hottest topics today is the idea of inflation, and of course how that might affect the markets. Make no mistake, we have been concerned about inflati... Read more.
IRA Hack: Rule 72(t) Might Help You Avoid the Early Withdrawal Penalty
Among the strengths of an Individual Retirement Account (IRA) are the incentives to save for retirement–but also the disincentives (penalties) that discou... Read more.
Everything You Ever Wanted to Know About 457 Plans
Through the years working with you, our clients, we have had the privilege to assist many investors with crafting a sound investment strategy with their employe... Read more.