Should I front-load or max out my 401(k) early in the year? How do I avoid losing my company match? These questions came up recently when my husband prepared for his annual bonus elections in...
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A recession, which is a decline in economic activity, brings to mind companies going bust and employees losing their jobs. While there may have been as many as 48 U.S. recessions dating as far back...
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With inflation rising, many investors are wondering about ways to protect their portfolios. I Bonds (Series I Savings Bonds) have been in the news a lot of late, offering a risk free investment rate of...
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2022 began with a strong economy and rising inflation. Real GDP in 2021 grew at a 5.7% rate according to The Conference Board, reflecting a rebound from negative growth in 2020. The invasion of Ukraine...
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Are you a millennial or young professional who has made great strides in growing your career in your twenties and thirties? Have you now enjoyed the fruits of your labor with more income and started...
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Inflation has a different impact on each of us. House hunters hate seeing prices rise while they are looking to buy. Homeowners enjoy hearing how much more houses in the neighborhood are selling for compared...
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In part one of this blog, I explained what Restricted Stock Units (RSUs) and Employee Stock Options are and how they are taxed. If you missed it, please go back, and read it here. If...
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As a team of predominantly women advisors with years of experience helping others while also setting our own financial goals, we understand the unique challenges and issues that women face in building the life they...
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Job transitions are a busy time, filled with uncertainty and emotion, both for you and your family. Having personally gone through five transitions and advised a number of clients through theirs, here are some lessons...
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2021: An Exceptional Year for the U.S. Equity Market The broad U.S. equity market, represented by the Russell 3000 stock index, appreciated by 25.7% last year, it’s third-best calendar year in the last ten. The...
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