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An incentive stock option (ISO) gives an employee the opportunity to buy shares of their company’s stock at a specific price, during a specific window of time.
ISOs can be a powerful investment tool because they allow you to purchase stock at a discount. However, they also come with risk—and potentially significant tax consequences.
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The repeal of WEP and GPO under the Social Security Fairness Act brings major changes for public-sector retirees. Explore five key financial planning issues to revisit to make the most of your benefits.
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America is a death-denying culture. We don’t like to think about, talk about, or even acknowledge death as an inevitable reality. Even if we’re going to die, the topic is uncomfortable, and often swept under the rug.
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The Baby Boomer generation is continuing to settle into their retirement years, and the Gen Xers are fast on their heels. Many members of both generations are taking the right steps towards securing their financial futures.
But there’s one part of the equation that many are missing—they’re not including their adult children in the discussion.
Blog
You’re almost ready to retire, finally in the home stretch. You can see the finish line, and once you get there, the rest of your life will be nothing but playing golf and sipping piña coladas. The rest is in your financial advisor’s hands. After all, they got you to this point. Why wouldn’t they be able to get you through it?
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We’re big believers in long-term care insurance (we both own policies), but the premiums can be quite expensive. One relatively recent innovation in the insurance realm is the option of converting a portion of the cash value on a life insurance policy into a long-term care policy.
Blog
Are you a financial hoarder? That may sound like a strange question to ask. After all, it’s a good thing to be a diligent saver, right?
While it’s good to be a saver, it’s also true that a healthy saving mentality can transform into more of a hoarding mentality if taken too far. Having this sort of mindset can weigh on you, both financially as well as emotionally.
Here are three characteristics that financial hoarders tend to possess.
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Want to feel more confident about your finances? Discover 3 practical ways to build a healthier relationship with money—by aligning spending with values, setting clear goals, and managing emotions around wealth.
Blog
Overreliance, emotional strain, and long-term impacts to your own retirement plans… It can be difficult to prepare your children for the world AND prepare them for financial independence. Unfortunately, we have seen first-hand how our clients’ own plans for retirement can be negatively impacted when children remain financially tethered to their parents for too long.
Blog
Nobody told you how difficult budgeting could be. Balancing your bills, unexpected expenses, and various sources of income can be a cumbersome task, easy to push off or ignore entirely. But moving your budget to the back burner can lead to a vicious cycle of irregular tracking and inconsistent savings, which can put your long-term financial security at risk.