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...
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. This bill altered the rules surrounding how Americans can save for retirement...
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. Unlike traditional stock options, RSUs don’t have immediate value; instead, they...
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. According to PricewaterhouseCoopers’ Road to Election 2020 Pulse Survey, a...