This holiday season, give the gift of financial knowledge to the investors in your life. Whether you’re just starting to dip your toes into the stock market or are seasoned pros, these books make great gifts for those that want...
Read MoreWhatever your reason for giving this year, it’s important to know how your charitable contributions can impact your financial plan. In fact, being strategic and intentional in your 2021 contributions can create tax benefits for...
Read MoreTo help raise revenue to pay for President Biden’s Build Back Better Plan, Congress is considering a number of tax law changes, including adjusting estate taxes. One of the proposals would reduce the estate tax exemption to...
Read MoreWhen it comes to compensation, many companies are now providing equity and stock-based benefits to their employees. Each type of benefit has its own set of rules, and it’s essential to understand the nuances of each type. One...
Read MoreIn a 2021 survey, 32% of all workers reported they were either “not too” or “not at all” confident that they would have enough money to pay for their medical expenses in retirement. [1] Regardless of your confidence, however,...
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