A knee-jerk reaction to spending money on something big can be put in check as you think about the long-term impact of the large purchase and your financial plan.

It’s easy to get caught up in the excitement of big purchases, whether it’s a new car or your dream home. But if these purchases eat up too much of your budget, they can keep you from reaching long-term goals like debt freedom or saving for college.

Illinois and Chicago have great reasons to stay even into retirement. With a planning staying or moving to the area can become a reality.

When traveling in retirement, one of the key matters to consider is budgeting to make it happen.

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.

Understanding your non-qualified stock options and how they are taxed is important, whether you want to hold them or exercise them.

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.

Based on your financial status and retirement goals, a fixed-income investment strategy could ideally diversify your portfolio and provide a steady income stream.

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.