Employee stock options have increasingly become a piece of total compensation over the last few years, particularly for people employed in high-growth industries such as technology-related sectors. But what happens if a slowing growth picture…
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Planning for retirement is something you’ve probably been doing for a good part of your working life. You’ve saved, invested, and mapped out your post-retirement life and goals. As you get to the point that…
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Life insurance has three main categories: term life, whole life (also referred to as permanent), and universal life. Each type is distinctive, with its own set of benefits and features. Choosing the best one depends…
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Investing can take many forms, and an investment plan often changes throughout your financial journey. But one of the core principles of building a portfolio remains, regardless of your investment strategy’s time horizon, risk profile,…
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November Recap and December Outlook We’re on the home stretch of a year in which “unprecedented” doesn’t even begin to capture it. Nothing went according to plan, for anyone, from Russia’s invasion of Ukraine to…
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“Retirement is wonderful if you have two essentials — much to live on and much to live for.” As you’re climbing the corporate ladder, you’ll be contributing to an employer-sponsored retirement plan. But often, if…
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If it’s an investing question, the usual debate goes something like this: Buying allows for capital appreciation and tax advantages, but renting is cheaper and you could be investing the extra money in the stock…
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If you already have a 401(k) plan for your business, you’ve seen the benefits it can provide in tax-advantaged saving for retirement, as well as helping to retain staff with a comprehensive benefits package. But…
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Inflation has been hitting everyone’s wallets all year long. With the cost of everything from fuel to pasta going up, a 40-year high in the cost-of-living-adjustment (COLA) for social security sounds like a good thing….
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October Recap and November Outlook Economic data showed some movements in the right directions, both up and down. The Federal Reserve responded by talking about letting the economy catch up to the rate increases already…
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