The holiday season creates an overwhelmingly positive sense of gratitude and an appreciation for all that we have. It’s natural to want to use a portion of what you have to positively impact the lives of others. Many people choose to donate during this time of the year. In fact,
With November just around the corner, we are looking back at 2020 and planning for 2021. It’s no secret that the market fluctuations have been unusual this year. With both a global pandemic and a presidential election year, we’ve seen many unprecedented gyrations. Let’s review what we’ve seen in this
Have you ever outlined your ideal financial plan, or made a decision about your investing, only to change your mind at the last minute? Maybe you suddenly felt uncomfortable with your decision, or you were worried that you’d be missing out if you didn’t sell your company shares. Maybe you
It’s no secret that life is capable of throwing financial curveballs. We’ve all been hit by a bill we didn’t expect or had to sell company stock at a disadvantaged tax position to cover a hefty tax bill. Most of these unexpected expenses directly impact us and our lives. However,
We are now at the beginning of the third quarter, and 2020 will forever be known as the year that the COVID-19 pandemic struck. It has been the reason for government induced recessions, extreme market gyrations and, ultimately, illness and death on a worldwide scale. Global economies are facing a
Many people spend their entire lives saving for retirement but don’t put very much thought into how they’ll convert that nest egg into an income once they take the leap. The truth is that putting together a well thought out withdrawal strategy can save you a lot of money over the course
As we began the year 2020, it was with a certain satisfaction that we had completed 2019 with double-digit performance, reaching new market highs around mid-February, and a promising outlook for the year ahead. Unemployment was at a record low, the economy was earning a reasonable GDP, and geopolitical considerations
Many people are asking whether or not now is a good time to refinance their mortgage – and with good reason! Locking in a mortgage at a lower interest rate can dramatically reduce the amount of money you pay over time. However, refinancing isn’t for everyone. There are some cases
Welcome to the final article in our stock option series! Over the past several weeks, we’ve been tackling the ins and outs of employee stock options. If you missed it, don’t forget to check out the first three articles in this series: How To Take Control Of Your Employee Stock
Welcome back! Over the past several weeks, we’ve been tackling the ins and outs of employee stock options. If you missed it, don’t forget to check out the first two articles in this series: How To Take Control Of Your Employee Stock Options: An Introduction A Deep Dive into RSUs