
Blog
Stock Options Made Simple: What Do You Need To Know About RSUs?
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 really boost your compensation. If your employer gives you stock options, how can you get the most out of them?
Why is an Investment Philosophy Important to Your Portfolio (and What’s Ours)?
Because markets are ever-changing, there is no perfect formula for investing success. However, a sound, data-driven, and disciplined investment philosophy can set you up to achieve your retirement goals.
A Feeling of Security
When I got my first job in high school, I looked at my paycheck and was astonished at how much money was taken out for taxes. The federal taxes were not surprising, nor were the state taxes.
Cuckoo for Crypto-Puffs
Bitcoin has been one of the best-performing assets of the past decade. Keep in mind that the last decade has also included record-smashing highs for both the DJIA and the S&P 500. When something is successful, people copy it.
Updated Child Tax Credit Rules
The updated Child Tax Credit rules offer significant changes that can impact your family's financial situation. Our article breaks down the key updates, eligibility criteria, and how to maximize your benefits.
Let's Talk About SPACs
Special Purpose Acquisition Companies (SPACs) are transforming the investment landscape by providing an alternative path to public markets. Our guide outlines the essentials of SPACs, helping you navigate their structure and potential advantages as an investor.
Will I Receive a Stimulus Check?
Wondering if you'll receive a stimulus check? Our article clarifies the eligibility criteria and provides insights into potential future payments to help you stay informed.
Revisiting the RMD – Part Two: Spousal and Non-Spousal Beneficiaries
Understanding required minimum distributions for spousal and non-spousal beneficiaries is essential for minimizing taxes and preserving retirement savings. This article explains your options, including inherited IRA rules and strategies to help protect your family’s financial future.
Revisiting the RMD
Wondering how Required Minimum Distributions (RMDs) affect your retirement planning? Our article explains RMD calculations, key deadlines, and changes from the SECURE Act and CARES Act. Discover how these rules impact your withdrawals, taxes, and options like Qualified Charitable Distributions (QCDs).
Identity Theft - The Silent Stalker
Identity theft is an increasing concern in today’s digital age, often occurring without warning. Our guide offers crucial insights into this silent threat and practical steps to help you safeguard your personal information effectively.
Giving with Heart and Purpose
Charitable giving can do more than support your favorite causes, it can also provide meaningful tax benefits. Explore strategies like gifting appreciated securities, using Donor Advised Funds, or directing your Required Minimum Distributions to maximize the impact of your generosity.