Investing, Retirement Planning
Incentive Stock Options (ISOs) are a form of equity compensation, offering employees a share in the potential appreciation of a company’s value, with preferential tax treatment. You may have been (or will be) granted ISOs by your employer during your career. Deciding...
Investing, Market Events, Retirement Planning
It’s fair to say that no one is forgetting 2020 any time soon. As the year turned, we heard rumors about a virus in Wuhan, China. Like previous outbreaks, most of us paid it a glancing notice and then went on about our day. Then in March, everything started to...
Financial Planning, Retirement Planning, Tips and Tricks
Although increasingly rare, employer pensions can make up a considerable portion of your expected retirement benefits. Whether you are nearing retirement or are already receiving ongoing pension payments, you may have the option to choose a lump sum...
Careers, Life Events, Retirement Planning, Tax Planning
When you receive a promotion or a raise at work, this change can come with a number of changes that might impact your financial situation. In this checklist we focus on reviewing the potential financial impact of a raise or a promotion including: Cash Flow and Income...
Estate Planning, Financial Planning, Investing, Retirement Planning
The end of the year provides a number of planning opportunities and issues for investors. Year-end topics can include tax planning, investment and retirement accounts, charitable giving, cash flow and savings, insurance and estate planning. In this checklist, we cover...
Retirement Planning, Tax Planning
This checklist covers 32 of the most important planning issues to identify and consider for anyone who is about to retire. It’s structured as follows: Cash Flow Issues Health Insurance Issues Asset & Debt Issues Tax Planning Issues Long-Term Planning Issues Other...
