Blog
What the 2024 HSA Limit Increase Means for You and Your Finances
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.
Maximize Your Employee Benefits – Five Ways To Sail Through Open Enrollment
Michael Hollis gives you five practical tips for maximizing your employee benefits and confidently navigating open enrollment.
What Is an Employee Stock Purchase Plan and Should You Participate?
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.
How to Make the Most of Your Non-Qualified Deferred Compensation (NQDC) Plan
Today’s job market is more competitive than ever. Employers are offering more than just your standard benefits package to retain top leadership talent.
Are You Taking Advantage of Catch-Up Contributions? SECURE Act 2.0 Changes You Need To Know
The Secure Act 2.0 is making changes that are critical for any investor over 50, and high earners, to be aware of.
HSA vs. FSA: What’s The Difference and Why It Matters?
The potential tax benefits and flexibility associated with HSAs and FSAs, it’s critical to make the best decision for your circumstances.
Stock Options Made Simple: What Do You Need To Know About ESPPs?
If your company offers you an ESPP, you need to thoroughly understand the plan and identify how it can help you achieve your goals.
Stock Options Made Simple: What Do You Need To Know About RSUs?
Our first article delved into the intricacies of incentive stock options (ISOs). Today, we’ll turn our attention to a different yet increasingly popular equity tool, restricted stock units (RSUs).
Stock Options Made Simple: What Do You Need To Know About ISOs?
Stock options can genuinely augment the efficacy of your compensation package. If your employer offers you stock options, how can you make the most of them?