How Do Stock Options Impact Your Tax Liability?

How Do Stock Options Impact Your Tax Liability?

By Jason Epps, CFP®, CRPC®  If you’re an employee, taking time to understand your benefits package is crucial for making informed decisions about your compensation—and financial future. In addition to health insurance and retirement plans, stock options play a...
5 Strategies for Saving Taxes in Retirement

5 Strategies for Saving Taxes in Retirement

By Tricia Lepofsky, ChFC®     If you find yourself dreaming about retirement, chances are high that taxes aren’t the first thing that comes to mind. But here’s a nugget of wisdom: Giving attention to your tax situation can make a big difference in your...
Don’t Let Your Emotions Control Your Wealth

Don’t Let Your Emotions Control Your Wealth

By Tricia Lepofsky, ChFC®     Some of the most common financial mistakes people make are not necessarily due to the inability to manage finances. The real challenge often lies in the ability to control emotional responses to money matters.     In...