Investments
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.’ [...]
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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 inflation [...]
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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 [...]
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College Funding Choices You Need to Know
How can you help cover your child’s future college costs? Saving early (and often) may be key for most families. Here are some college savings vehicles to [...]
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Understanding Employee Stock Purchase Plans
When an employer wants to get the team invested in building up the company, the best answer is often to share the company stocks. Employees who own company stocks [...]
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Another Round of Retirement Savings Reforms this Year?
A new round of retirement reform is moving through the House and Senate and, so far, President Biden could very well enact these sweeping changes this year. The [...]
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From Employer to Entrepreneur: What Happens to Your 401K?
Deciding to take on a new phase of your career is always a serious decision. For some, this means training for a new specialty or taking a job with a new employer. [...]
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What is a SPAC?
Special Interest Acquisition Companies (SPAC) are making headlines and billions of dollars are flooding into them. Special interest acquisition companies (SPACs) [...]
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Everything You Ever Wanted to Know About Form 1099
1099 Forms Explaining the many types of 1099 forms and their uses. What is a 1099 form? This is a record of payment from an individual or entity, showing a [...]
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Checklist Before Exercising a Stock Option
Receiving stock options in an employment contract is only the first step of a long and rewarding process. The first stock grant is exciting, but soon, that shine [...]
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