On December 29, 2022, President Biden signed into law the Consolidated Appropriations Act, 2023, an omnibus spending bill that includes the SECURE 2.0...
September was a bad month for markets, which were down between 8 percent and 12 percent for the month both here and abroad. The decline was driven by ...
A donor-advised fund (DAF) is an account established through a sponsoring charity, often an organization established for the purpose of providing this...
As we encounter another downswing in the ongoing bear market, it’s only natural to be concerned and ask questions. Here’s where we are at the moment: ...
After a strong rebound in July, markets pulled back again in August. U.S. and developed international markets ended the month down by 3 percent to 5 p...
Employers choose to offer nonqualified plans—among them, split-dollar, executive bonus, stock incentive, and deferred compensation—for a variety of re...
As you prepare for the family business succession/transition process, it’s important to address the underlying issues at play before you calculate you...
What Are ISOs?
Incentive stock options, or ISOs, are a type of employee stock option used in equity-based compensation strategies. They are also know...
At any age, health care is a priority. But when you retire, you should probably focus more on health care than ever before. That's why it's particular...
Women are successful professionals, business owners, and knowledgeable investors. At some point in their lives, women may have to manage their own fin...