by Tricia Lepofsky | Feb 23, 2022 | Blog
By Tricia Lepofsky As a small business owner or self-employed individual, it can be hard to save for retirement when there are so many other aspects of your life and business to worry about. Too often, retirement planning ends up on the bottom of the to-do list. Even...
by Tricia Lepofsky | Dec 8, 2021 | Blog
By Tricia Lepofsky As we discussed in the first article in this series, equity compensation has become an increasingly popular option for many employers. It provides loyalty and employee benefits without the upfront cost required to increase base salaries or...
by Tricia Lepofsky | Aug 5, 2021 | Blog
By Tricia Lepofsky Creating a comfortable retirement can be the biggest financial challenge you face when establishing a comprehensive financial plan. The good news is that if you are later in your career, you may have more opportunities to put more money toward your...
by Tricia Lepofsky | Feb 26, 2021 | Blog
For many people, finances are a major cause of stress. It’s hard to find the time and resources to build and manage your wealth confidently. It can be even harder to know how to integrate your family’s values, financial circumstances, and life goals into your...
