Some people approach buying a car like they approach marriage, “’til death do us part.” Others prefer to keep their options open, trading in every few years for the latest make and model, the most cutting-edge technology, or the highest horsepower.
Financial Planning
Net Unrealized Appreciation (NUA) Explained
If you have built up company securities within your employer-sponsored retirement plan, you may find yourself with a range of choices when the time comes to take a distribution.
July 10,2023 Weekly Market Insight
Rising concerns about further rate hikes sent stocks lower to kick off the second half of trading.
Understanding Equity Compensation
Employers do what they can to foster a sense of ownership in their employees. After all, if you stand to benefit from a company’s success, you’re more likely to do a great job for them, or so the logic goes.
FIRE Retirement
If the idea of retiring in your early 50s, 40s, 30s, or even late 20s appeals to you, you may be interested in joining the FIRE retirement movement.
June 20,2023 Weekly Market Insight
Stocks climbed last week as reassuring inflation data boosted investor hopes that the rate-hike cycle was nearing an end amid fresh economic data pointing to continued economic resilience.
Filing Final Tax Returns for the Deceased
When a family member passes away, there are many decisions that need to be made and many emotions to handle. The last thing anyone thinks about is taxes.
Required Reading: The Economic Report of the President
In January, the White House released its 508-page book, “Economic Report of the President (2023).” If you haven’t yet made time to peruse this weighty tome, don’t beat yourself up.
June 5, 2023 Weekly Market Insights
Stocks surged higher in the closing days of a holiday-shortened trading week, ignited by a political resolution on raising the debt ceiling and a strong employment report.
Avoiding Cognitive Decline
People living with mild cognitive impairment are more likely to develop Alzheimers, and almost two-thirds of people currently living with Alzheimers are women.