Charitable Giving – Make 2025 Count
The One Big Beautiful Bill Act (OBBBA) will significantly change how charitable giving affects your taxes.
Executive Compensation: Understanding RSUs
RSUs and how you as an employee should evaluate this benefit as a part of your overall financial plan.
Executive Compensation
Companies looking to attract and retain top talent have several tools beyond cash compensation. For executives and key contributors, these additional benefits could include stock awards, deferred compensation, specialized retirement plans, or long-term incentive plans. When structured well, these executive compensation benefits can serve to encourage alignment and retention for the employer and provide significant value to the employee.
What to Consider When Moving Abroad
By Tom Goodwin, Certified Financial Planner®, Global Financial Planner Choosing a Location The decision to move and live abroad as a US citizen requires a great deal of time and planning. First and foremost, there are the decisions on what country you will live in, when you will depart, and how long you intend to […]
Social Security Fairness Act Update
By Laurie Faille, CFP®, CDFA®, Principal, Private Client Advisor Workers with reduced or eliminated Social Security payments will regain their benefits with a new law that passed just days before congress adjourned. The Social Security Fairness Act of 2023 cleared its final hurdles passing the Senate on December 27, 2024, and was signed into law […]
The Cost of Pet Ownership
By Jessie Butler, CFP®, Principal, Private Client Advisor In January 2023 my family said goodbye to our 16-year-old puggle, Jack. That was one of the most difficult days our family has ever experienced together; I miss him every single day. Recently, our kids have been hounding us for another dog, but I am reluctant. I […]
Checking in with Your 401(k)
Amidst the hustle and bustle of everyday life, many of us don’t have the time or energy to monitor our 401(k) account (or other retirement plan). While too much tinkering can be problematic, the temptation to “set and forget” 401(k) funds should also be resisted. We recommend that clients perform periodic check-ins with their retirement […]
Resolutions for 2024: Best Practices
By FLPutnam