Is It Worth It?
Six years ago, just before my wedding, I set a goal – one that many people have at that time in their lives, I suppose: to lose some extra weight, get leaner, and build more muscle. Like most people, I already knew what to do—I just wasn’t doing it. So, I hired a personal trainer. […]
Restricted Stock: Four Things to Consider
Have you ever received a compensation package from an employer that included restricted stock? Congratulations! Restricted stock is a form of equity compensation that grants an employee a certain number of company stock shares that remain restricted until vesting requirements are met, at which time they will pay out to the employee. Here are four […]
Election Year – What to Expect
October has always been one of my favorite months in the calendar year. The air begins to feel more crisp, football season is in full swing, and things can (sometimes) begin to slow down as you approach the holiday season and the year’s end. However, every four years October takes on added significance as the […]
Celebrate National 401(k) Day
September 6th, 2024 marks National 401(k) Day, an annual “celebration” to raise awareness about the importance of saving for retirement through employer-sponsored 401(k) plans. I encourage all working adults to take this opportunity to review their 401(k) accounts and ensure they are on track to reach their retirement goals. The 401(k) is one of the […]
Maximizing Retirement Funding at Tax Time
Now is a good time to discuss some retirement funding opportunities you can review to make sure you are maximizing your options when filing your return.
Tax Status Update
Communicating with your accountant or tax professional(s) during the year can help ensure you are maximizing your tax savings before or after any financial changes, some you might not even think are relevant.
CPAs: Enormous Value Add for Small Businesses
The business landscape is constantly changing and small business owners often find themselves juggling multiple responsibilities. From managing daily operations to increasing sales, business owners wear multiple hats. However, one hat that no small business owner should underestimate is that of a Certified Public Accountant (CPA). In this article, I hope to highlight the invaluable […]
2022 Year End Financial Planning Checklist
After a long, hot summer, fall is finally in the air. Crisp autumn mornings and pumpkin spice everything will be ringing in the holidays in no time. With the hustle and bustle of fall activities, the holidays and year end, spare time becomes even more of a premium. I will share with you a short […]
Opportunities in a Complicated Economy
The second-quarter GDP report released July 28th raised a red flag – the economy shrank for the second consecutive quarter. However, the August 5th jobs report pegged unemployment at only 3.5%, a sign that the US economy is still strong. So what’s the deal? Are we in a recession or not? The answer is complicated. […]
Virtually Unlimited Investment Platforms
Stock trading and virtual currency once had the stigma of only being available to the wealthy or those with a vast knowledge of Information Technology (IT). The platforms needed to access either investment had many barriers to entry for consumers. Over time, these entry barriers naturally worked themselves out. Access to PC’s became more prevalent, […]