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Understanding Employee Stock Grants
Many successful companies know the importance of rewarding and retaining key employees. Some forms of this include non-cash compensation, bonuses, stock, or stock options.Here, we’ll delve into stock and stock options,...
Read MoreSmart Ways to Handle a Financial Windfall
A financial windfall is something many people dream of, and for quite a few people that dream actually comes true. When people imagine this happening to them, they often think of winning the lottery or sweepstakes and using that money...
Read MoreProtecting Your Loved Ones
Nothing in life is 100% predictable. However, there are ways to help you prepare for the unexpected.Insurance was created to help combat certain unexpected situations, and there are different types of insurance to cover you in ways...
Read MoreThree criteria today’s investor must possess
It feels like the last couple of years have been extra challenging for today’s investors. When uncertainty in the markets appears standard, it’s an opportune time to hone in on a solid investment strategy and consider...
Read MoreDebt Management: The Snowball Method
If you have debt, odds are you want to ditch it. You can work to eliminate debt on your own using the snowball method. The snowball method is a debt-reduction strategy where you start by paying off debts starting with the smallest...
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Time to Get Real about Family Money
Instead of debating about politics or sports whenever they get together, what if families spent some time having candid discussions about their finances and plans for the future?We know money is a hard topic for many families to broach...
Read MoreBenefits of Pet Insurance
Our furry family members bring us lots of joy every day. Many people view their dogs or cats as another member of the family and would do anything for their pet. I am truly one of those people and I know many of our clients feel the...
Read More10 Steps to a Better Financial Future
Whether you’re a working member of the Baby Boomer generation, approaching retirement or already retired, here are ten steps you can take now to help improve your financial future.Seek to save a million. A general rule is that...
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Three Ways to Renew Financial Wellness
A new year presents the opportunity to start fresh and focus on areas of improvement in all aspects of life, including those important financial aspects. January is also National Financial Wellness Month which makes this month an...
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