Blog
Budget For Extended Travel In Retirement
When traveling in retirement, one of the key matters to consider is budgeting to make it happen.
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.
What's The Alternative Minimum Tax (AMT), and When Will You Have To Pay It?
Let’s take a closer look at when an AMT is triggered, the intricacies of this method, and, most importantly, how to determine whether you need to pay it.
Should You Really Wait Until 70 To Collect Social Security?
Deciding when to collect Social Security is different for everyone. Experts will tell you to delay for as long as possible, but is that right for you?
You Just Turned 65. Here are 5 Unique Tax Moves
You’re never too old to learn something new! If you just turned 65, this blog is for you.
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.
The Dala Group Celebrates Five Years
It's our 5th Anniversary and we are grateful for all of the support we've received from our clients!
How 529 Plans Are Becoming, Even More, User-Friendly In 2024 via the SECURE Act 2.0
According to US News and World Report, the average annual tuition cost for an in-state public university in 2023 is $10,423.
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.
How to Pay Fewer Taxes on Your 401k Withdrawals in Retirement
Traditional 401k withdrawals require you to pay takes on what you take out, reducing the amount of funds available for you to live out your golden years.
Why You Shouldn't Make Financial Resolutions (And What to Do Instead)
The end of the year is important for your finances—you may need to rebalance your portfolio, decide on charitable contributions, harvest tax losses, and more.
How Much Debt Is Too Much Heading Into Retirement?
If you're facing debt, you’re not alone. There are steps you can take to improve your financial standing as you near retirement.
4 Tax-Savvy Charitable Giving Strategies At Year-End
Are you looking for creative ways to give back before 2022 draws to a close? Let’s dive into creative ways to make a difference while boosting your tax savings.
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.
Planning to Retire Next Year? 5 Things You Won't Want To Miss
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.