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Financial Planning

Home » Archive by Category "Financial Planning"
18 Aug
Financial Planning

Introduction to Incentive Stock Options

  • June 14, 2022
  • By author-avatar Christopher Walsh, CFP®
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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...

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07 Jul
Financial Planning

Women: What You Should Know When Starting a Business

  • June 10, 2022
  • By author-avatar Karen Brock, CFP®
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Many businesses start small, begun by people seeking the exciting and potentially rewarding experience of "being their own boss" while doing somethi...

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30 Jun
Financial Planning

Financial Planning for Empty Nesters

  • May 23, 2022
  • By author-avatar Christopher Walsh, CFP®
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Congratulations are in order! You planned, saved money for education expenses, and now your child is off to college. But as you settle into your “empt...

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24 Jun
Financial Planning

Key Facts on Social Security and Medicare

  • June 10, 2022
  • By author-avatar Jim Trull, AIF®, CFP®
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Timeline For Retirement Benefits Eligibility Age 62 Eligible for social security retirement benefits If you elect to claim social security be...

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05 May
Financial Planning

Introduction to Capital Gains Tax

  • May 3, 2022
  • By author-avatar Karen Brock, CFP®
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For many investors, capital gains tax is among the more confusing financial topics. Yet a basic understanding of capital gains is key to building a fi...

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15 Apr
Financial Planning

Financial Guidance for Recent Widows

  • April 6, 2022
  • By author-avatar Jim Trull, AIF®, CFP®
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In a 2019 UBS Investor Watch Survey, nearly 68 percent of married women from around the world reported they believe they’ll outlive their spouse. And ...

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18 Feb
Financial Planning

Per Stirpes

  • February 16, 2022
  • By author-avatar Karen Brock, CFP®
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What Is Per Stirpes? Per stirpes is a legal term stipulating that should a beneficiary predecease the testator—the person who has made the will—the b...

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11 Feb
Financial Planning

Charitable Giving Planning Options

  • March 22, 2022
  • By author-avatar Christopher Walsh, CFP®
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Methods Benefits Other Considerations Direct Gift Simple Charity can put gifts to work immediately Another alternative: a gi...

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04 Feb
Financial Planning

Help Your Kids Get a Head Start on Saving with a Roth IRA

  • February 1, 2022
  • By author-avatar Christopher Walsh, CFP®
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Contributing to a Roth IRA is a highly efficient way to save for retirement. The earlier contributions are made, the more time savings will grow tax-f...

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21 Jan
Financial Planning

Understanding Advance Directives

  • January 17, 2022
  • By author-avatar Karen Brock, CFP®
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If you became seriously ill and could no longer communicate your wishes, how would you want to be cared for? Which treatments would you want and which...

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