4 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.…
Read MoreDiscover All That Life Insurance Can Offer
If your emotions tend to become solemn when you consider life insurance, we get it. Many of us only think of life insurance as a tool to support our families if we were to unexpectedly pass away — and none of us wants to think about that. But the reality is life insurance can be…
Read More3 Questions to Ask Before Hiring a Financial Advisor
When it comes to your financial future, finding the right advisor is a major life decision that can impact the trajectory of your finances throughout your lifetime. Finding the right person can be challenging, but it’s not impossible. That said, here are three questions you should always ask. 1. What are your credentials? Our industry…
Read MoreA Beginner’s Guide to Alternative Investments
Alternatives are investment options beyond the typical stocks, bonds and cash found in most portfolios. They can be tangible assets like precious metals, or they could be financial assets like private equity or hedge funds. Alternatives tend to be riskier than traditional assets, which means investors usually have to meet certain criteria to access them.…
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