Wondering whether a traditional 401 (k) or Roth 401 (k) is better for your retirement? Learn the key differences, how taxes impact your future withdrawals, and which option may help you keep more of your hard-earned money.

Rising inflation costs have triggered the IRS to announce one of the most significant jumps in the maximum contribution employees can make to their Health Savings Accounts (HSA) in 2024. This is an excellent opportunity to review HSAs, why they benefit financial and retirement planning, and how you can maximize their effectiveness.

Michael Hollis gives you five practical tips for maximizing your employee benefits and confidently navigating open enrollment.

If you decide to take advantage of your NSOs, make sure you understand the process, double-check that the proper taxes have been withheld, and notify your employer before they expire.

Understanding your non-qualified stock options and how they are taxed is important, whether you want to hold them or exercise them.

Taking advantage of an employee stock purchase plan can be a great way to meet your financial goals. There are some questions you need to ask yourself first.

Today’s job market is more competitive than ever. Employers are offering more than just your standard benefits package to retain top leadership talent.

If your company offers you an ESPP, you need to thoroughly understand the plan and identify how it can help you achieve your goals.