What are the Differences Between an Individual Stock and ETF?
Becoming a confident investor starts with having foundational knowledge about how the market works and what your investment options are. Even if you are working closely with a financial advisor, it’s...
View Article6 Ways to Make Your Home More Energy Efficient
Whether you’re motivated by cost savings or have a desire to save the planet, every homeowner can benefit from learning new ways to make your home more energy-efficient. With rising energy costs and...
View ArticleYour Guide to Inheritance Taxes in 2021
Many people have a plan in place for retirement but fall short of considering the impact of their finances after they die. If this is you, you’re not alone; on the contrary, you are among the millions...
View ArticleDivorce and Your Finances
Divorce can be one of the most stressful experiences of a lifetime. Whether the split is amicable or adversarial—whether you’re relieved to be going your separate ways or devastated by the loss—the...
View ArticleHow to Review Your Online Social Security Statement
Social Security is an integral part of retirement for most Americans. It’s a benefit that’s paid into, and it can account for a portion of your income in your later years. However, many people take...
View ArticleDividend Versus Growth Investments
If you are new to investing or want to become a savvier investor, it’s important to learn the difference between different types of investments and what these investments can do for your portfolio. The...
View ArticleTips for a Healthy and Happy Retirement
When it comes to retirement planning, many people focus almost entirely on financial planning. After all, retirement signals the end of your wage-earning years, so the primary concern tends to be...
View ArticleHow to Protect Yourself From a Data Breach
We have the world at our fingertips these days. From the way we conduct business and banking to our entertainment and household needs, we can access the information and services we use with a few quick...
View ArticleYour Credit Score and Retirement: What You Need to Know
If you’ve reached a stage where you’re thinking about retirement, finances are probably something you’ve given a lot of thought to. However, when doing the financial planning needed for retirement,...
View ArticleHow to Live Debt-Free
Many people only dream of becoming debt-free because they do not even know what it is like to be debt-free or how to use debt responsibly. Whether they entered adulthood with the burden of student...
View ArticleOctober Is Medicare Open Enrollment Month: Are You Ready?
Each year, October 15–December 7 marks the Medicare open enrollment period. Available to Americans age 65 or older, Medicare is the government healthcare plan for retirees. If you’re eligible to...
View ArticleStaying Cyber-Safe: Protecting Your Financial Information Online
If you need a good scare to get ready for Halloween, try this: key the words “latest cybersecurity threats” into your search engine and see how many hits you get. It shouldn’t surprise anyone to learn...
View ArticleTax Tips for Year-End, 2023
With the end of October, the 2023 holiday season is about to get into full swing. And in addition to the holiday parties, the extra-tempting snacks in the break room at the office, and the time spent...
View ArticleThe Gift That Goes with Everything: Holiday Ideas for Grandparents
Overheard recently: one fellow says to another, “I don’t know how to thank you.” The other fellow says, “That stopped being a problem when the Phoenicians invented money.” That may be a snappy...
View ArticleUnderstanding Your Options: RSUs, ISOs, and Your Financial Strategy
Many successful publicly traded companies include some form of stock options—sometimes called equity compensation—as part of their compensation and incentive package offered to executives and other...
View ArticleYour Personal Wealth Generator: Leveraging Your Small Business to Secure Your...
Almost everybody knows—or, at least, they should—that small businesses are the backbone of the American economy. According to the Small Business Administration, small businesses account for two-thirds...
View ArticleHealthcare Costs and Retirement: What You Can Do about Them
It should come as no surprise that the rising costs of healthcare consistently rank among the top worries of those who are in or nearing retirement. A 2022 Gallup report indicated that almost a third...
View ArticleRetirement Lifestyle: Downsize, Relocate, or Stay Put?
It’s a question we get frequently from clients who are nearing retirement: “Should I think about downsizing, or maybe relocating to someplace less expensive? Or should I just stay where I am?” All...
View ArticleTalking about My (and Your) Generation: Values, Finances, and Investing
Can you guess who said this? “Young people today think they know everything—and they are always quite sure about it.” Though this statement sounds like it could have come from a social media post by a...
View ArticleEquity Compensation and Your Financial Plan
In a previous article, we discussed the basics of stock options and stock units as they apply to equity compensation. We noted that companies—especially startups with limited cash resources—often use...
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