Here are some things you might want to do before saying goodbye to 2018. What has changed for you this year? Did you start a new job or leave a job behind? Did you retire? Did you start a family? If notable changes occurred in your personal or professional life, then you will want to […]
The Backdoor Roth IRA
Does your high income stop you from contributing to a Roth IRA? It does not necessarily prohibit you from having one. You may be able to create a backdoor Roth IRA and give yourself the potential for a tax-free income stream in retirement. The Backdoor Roth IRA, a move that high earners can make in […]
Bundle Up? Not When It Comes To Financial Services
For many people subscribing to satellite services or cable television over the last couple of decades, the business model has been “bundling services” like television, Internet and phone together for a single rate. However, in this system, many customers are paying for TV channels that they never watch or for a landline that they rarely use. With the increased popularity of “cutting the cord” to cable and satellite TV in order to watch TV series and films on Over-The-Top (OTT) content devices, there have been calls, even from Washington, for a “pay for what you watch” or “a la carte” approach. Continue Reading …
What should I do with my stock options?
If you’re holding stock options from your employer, our Employee Stock Options Strategy will help you answer these questions: Should I exercise my options now or risk holding out for a higher price in the future? What are the tax consequences of exercising my options? How do my company stock options impact my overall portfolio? […]
