Financial Planning
Why You Need an Evolving Financial Plan
Financial planning is not a set-it-and-forget-it activity. Rather, financial plans are ever-evolving based on your changing life circumstances. Your goals and priorities may shift as your career evolves and big changes like marriage, having a child, or getting a new job may warrant adjustments to your long-term plan. Here is a look at the situations…
Read MoreBuilding A Socially Responsible Investment Portfolio
Our values impact the ways in which we shop, socialize, and even invest. When it comes to investments, more and more people are wanting to invest in companies with whom they share values. In this video we will discuss one of the more simple approaches: Socially Responsible Investing (or SRI). What is SRI (or Socially…
Read MoreHow Diversifying Your Portfolio Can Mitigate Risk
Risk is an inherent part of investing. After all, no one can control the losses or gains of a particular asset, sector, or the market as a whole. But you can take steps to manage your risk by diversifying your portfolio. Here’s a look at what diversification is, why it matters, and how to do…
Read More4 Tips to Saving Money This Holiday Season
With the holiday season quickly approaching, it is easy to go a bit overboard when it comes to holiday spending. In this video, I want to walk you through 4 tips that can help get you through the holidays without breaking the bank. 1. Set A Spending Limit Give your future self some peace of…
Read MoreTax Planning Strategies to Consider Before 2022
As the year end approaches, we wanted to share with you important tax strategies to consider, which may help you save on your taxes–now and in the future. Watch this video for a quick summary of the year-end tax tips. Here are the year-end tax planning tips to consider: 1. Potential benefits of converting to…
Read MoreEvaluating Your Executive Stock Options
As part of your compensation package, your company might offer you stock options to supplement your salary. While they can be a valuable form of compensation, they also leave you with plenty of decisions to make about how and when to use them. It’s important to understand the ins and outs of stock options to…
Read MoreThe Unique Advantages of Health Savings Accounts
You’ve probably heard the term “Health Savings Account” or “HSA” before. What is it? Why is it valuable? In this video, we’ll discuss the unique advantages it can have for you and your family. What is a health savings account and how do you qualify? A health savings account (HSA) is a tax-advantaged savings account…
Read MoreThe 2021 Child Tax Credit: An Overview
Every year, the Child Tax Credit reduces the tax liability of American parents. If it lowers their tax burden below zero, it can even put money in their pockets. The credit’s size increased following the Tax Cuts and Jobs Act of 2017. And now, thanks to the American Rescue Plan Act of 2021, it’s even…
Read More4 Risks That Can Impact Your Retirement
Even with careful planning and diligent saving, some parts of retirement planning are out of your control. Here’s a look at four common retirement risks and how to address them. 1. Longer Life Expectancy There are many benefits to living longer, but it also means carefully considering strategies to avoid outliving your savings. You are…
Read More5 Tips for Reviewing an Early Retirement Offer
You’ve spent years planning and saving for your retirement. And then, out of the blue, your employer hands you an early retirement offer that could change everything. An early retirement, or “voluntary severance,” offer is a financial incentive to resign that an employer may offer to senior employees when they need to reduce payroll costs.…
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