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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.
How Retirees Can Better Build Up Their Fixed-Income Strategy
Based on your financial status and retirement goals, a fixed-income investment strategy could ideally diversify your portfolio and provide a steady income stream.
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.
If the Market Goes Down, Can You Still Retire on Time?
Market volatility can be unsettling, especially as you approach retirement, but you don’t have to lose sleep over it. With the right strategy—like maintaining a cash reserve and staying focused on long-term goals—you can stay on track to retire on time, no matter what the market does.
What The New I Bond Interest Rate Means For This Valuable Inflation-Proof Investment
I Bonds can be a powerful savings tool. They have new inflation-adjusted interest rates, so let’s examine the details and their potential impact.
What’s Your Net Worth? (and Why it’s a Big Part of Your Financial Story)
Knowing your net worth makes getting where you want to go easier, and all of that information helps you chart the most efficient route.
Creative Strategies to Purchase I Bonds Above the $10k Limit
U.S. inflation rocketed to fresh 40-year highs in June, sitting at 9.2%. This news will likely force the hand of the Federal Reserve to extend a streak of interest-rate hikes.