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When deciding who should handle your finances, it's important to find the best advisor for your unique situation. These 7 questions can help your search go smoother.

While there are multiple factors to consider when selecting what stocks to include in your portfolio, determining a company’s P/E ratio can be a valuable place to start.

Charitable Giving Strategies

When purchasing a "fixer-upper," you can save on the cost of the home, but what about renovations? If you are looking to cut costs, then consider these 5 tips for covering expenses.

Equity compensation can be a complex subject. Here's what you need to know about the value, risks and tax implications that go along with equity compensation.

On Monday, Feb. 22, the White House released several upcoming changes for the Paycheck Protection Program. Here's what every small business owner needs to know right now.

Deciding to wait or claim Social Security benefits is a personal decision. Here are some important factors anyone nearing or in retirement should consider now.

High-level executives and directors are often incentivized with complex compensation packages. If your business is offering a phantom stock plan, here's what you need to know.

Putting together a comprehensive estate plan is a complex task. There are many factors to think about, including your assets, liabilities, personal financial goals, and family structure. Take time to sort through each of these items with your financial advisor so that you maintain control of the plan.

If you're earning six figures or more a year, you may hit some unique financial hurdles when it comes to saving for retirement. Here's what we mean and what you can do to overcome them.