Blog
401k vs. Roth 401k: Which One Is Better?
Michael Hollis gives you some key considerations and ideas to optimize your retirement account withdrawals for a long, financially secure, and stress-free retirement.
Taking a Mulligan on a Roth Contribution
Michael Hollis discusses what to know regarding retirement contributions and what you can do when.
NSOs and Taxation Part 1
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.
NSOs and Taxation Part 2
Understanding your non qualified stock options and how they are taxed is important whether you want to hold them or exercise them.
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.
What The New I Bond Interest Rate Means For This Valuable Inflation-Proof Investment
I Bonds can be a powerful savings tool for retirees. They have new inflation-adjusted interest rates, so let's examine the details and their potential impact.
What Are Stock Splits And What Does It Mean For Your Investments?
Stock splits is when a company splits its stock into multiple shares. What does it mean to the investor who owns stock in a company who splits their stock?
What Are I-Bonds, And Can They Help You Benefit From High Inflation?
Inflation has forced many fixed-income investments into the red, there’s one type still in the black that could be a strategic hedge against inflation, I-Bonds.