The FAFSA Filing Deadline Is Approaching. Is Your Paperwork in Order?
The deadline for filing your FAFSA is June 30, 2021. If you have yet to complete this form for the 2021-2022 school year, follow these 5 steps.
7 Questions to Ask When Hiring a Financial Planner
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.
What Can P/E Ratio Tell You About Your Holdings?
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.
3 Strategies for Efficient Charitable Giving
Charitable Giving Strategies
Buying a Fixer Upper? Here's How to Cover Renovation Expenses
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.
Stock Options: A Guide to Understanding the Complexities of Equity Compensation
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.
Changes to The Paycheck Protection Were Announced. Here’s a Quick Summary For Small Business Owners
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.
62, 70 or Somewhere In Between? It's Time to Answer the Question: When Should I Claim Social Security?
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.
Phantom Stock for Company Executives: Why It's Not as Scary as It Sounds
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.
Creating an Estate Plan
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.