Michael Hollis gives you five practical tips for maximizing your employee benefits and confidently navigating open enrollment.

When I develop these articles, I research, brainstorm, and write an outline. For this one, I could have gone on and on and on. I could write a whole book on the potential pitfalls that arise as we near retirement.

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.

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’re never too old to learn something new! If you just turned 65, this blog is for you.

Today’s job market is more competitive than ever. Employers are offering more than just your standard benefits package to retain top leadership talent.

It's our 5th Anniversary and we are grateful for all of the support we've received from our clients!

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.

Worried about retiring on time with a fluctuating market? The key is not trying to time the market but staying focused on your long-term plan. Learn how you can stay on track, no matter what the market does.