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The Why Behind the Money

The Why Behind the Money

When we reflect on our future, we often think about the best way to optimize our wealth. With thoughtful planning today, we can enjoy a stress-free financial future while caring for family and contributing to our charitable passions.

What is Your 401K Really Worth?

What is Your 401K Really Worth?

When you started your career, you probably had plenty of questions about saving for retirement through your company 401K/IRA. How much should I contribute? Can I contribute? How should I allocate my investments? Which types of options are available from my employer? Or outside my employer?

Covid-19 Stimulus Relief Package: What’s in it for me?

Covid-19 Stimulus Relief Package: What’s in it for me?

The pandemic and the ensuing economic impact on individuals and small business owners have caused an unprecedented monetary and fiscal policy response from the federal government. On December 21, 2020, lawmakers passed a new Covid-19 stimulus package to help people through these difficult times.

What Is Paying Off Your Mortgage Really Worth?

What Is Paying Off Your Mortgage Really Worth?

Who wouldn’t want to pay off his or her mortgage as quickly as possible? But, is making additional payments or over-payments towards your mortgage the best wealth management plan? A well-thought-out financial strategy could determine where you should focus your money to maximize the value of your dollar. 

The Implications of the SECURE Act

The Implications of the SECURE Act

Sweeping rule changes in the retirement landscape were put into place when the Setting Every Community Up for Retirement Enhancement Act (SECURE) Act became effective on January 1st, 2020.

More RSUs More Problems

More RSUs More Problems

Has your employer provided you with rewards in the form of restricted stock units? Also known as RSUs, restricted stock units refer to a type of compensation that doesn’t vest right away.

Tax Rates Going Up? They may after the election.

Tax Rates Going Up? They may after the election.

Opinions abound about the upcoming presidential election. However, there’s one subject on which people from both sides of the aisle agree: tax rates are likely to increase in the coming months.