Wealth Management Insights
Sign Up for Weekly Investing Insights
How Often Should You Rebalance Your 401(k)?
Rebalancing your 401(k) and investment portfolio is an important part of a successful investment strategy. Your asset allocation is the percentage of your portfolio that
What To Do With The Money From The Sale Of Your Business
Selling your business for cash? Deciding how to allocate and invest the proceeds after the sale of your company is a big decision that requires
What Happens to Your Stock When a Company is Bought?
If your company (e.g. the target company) is getting acquired, you’ll want to understand what happens to your stock. When a company buys another company,
Sudden Wealth: Managing a Large Financial Windfall
Next steps after a sudden wealth event or cash windfall Wondering what to do with a sudden financial windfall? Whether the windfall was expected, perhaps
Should I Put My Assets in a Trust? Top 3 Benefits of Living Trusts
Do I need a revocable living trust? Choosing whether to fund a trust with your assets is an important decision in the estate planning process.
What to Do After Maxing Out Your 401(k)
Wondering where to invest after maxing out your 401(k)? If you’re looking for ways to invest after your 401(k) or 403(b) at work, you likely
SEP IRA for the Self-Employed: Tax & Retirement Planning for Small Business Owners
Updated for 2024. The Simplified Employee Pension (SEP IRA) is a type of a traditional IRA adopted by self-employed small business owners (sole proprietors, partnerships, C
What To Do After Inheriting A Retirement Account From A Parent
Just inherited an IRA from a parent? Here are the distribution rules. If you’ve just inherited a retirement account like an IRA or 401(k) from
83(b) Election: Tax Strategies for Unvested Company Stock
For founders, employees, and executives with stock-based compensation, an 83(b) election can be a powerful tax planning tool. When you make an 83(b) election, you’re
Stock Market Performance by President (in Charts)
How does the stock market perform when Republicans or Democrats have control of Congress vs when it’s mixed? Although volatility is often heightened during an
What to Do When a Parent Dies and You’re the Executor
Losing a parent is emotional. It can also be overwhelming for adult children when they’re the executor of the estate. Settling an estate is a
Incentive Stock Options: Navigating AMT and AMT Credits
If you have incentive stock options, you’ve probably heard of the alternative minimum tax (AMT). Essentially, the alternative minimum tax is a prepayment of taxes.
6 Tax Strategies for Incentive Stock Options and AMT
6 tax strategies for incentive stock options and AMT Triggering the alternative minimum tax isn’t the end of the world, but you don’t want to
Using a Securities-Backed Line of Credit to Buy a Home
A securities-backed line of credit is like a home equity line of credit in many ways, though with this type of loan, the collateral is
2024 IRS Contribution Limits For IRAs, 401(k)s & Tax Brackets
The IRS has released the 2024 contribution limits for retirement plans and other cost-of-living adjustments. Also, the 2024 income tax brackets and long-term capital gains
Should You Exercise Stock Options During a Pre-IPO Window?
Is exercising stock options right before a company goes public a good idea? Employees with pre-IPO incentive or non-qualified stock options often wonder if they
Selling a Business? Brokers Share Tips on How to Maximize the Sale Price
The sale of a business marks a major life event. It’s emotional, stressful, and exciting all at the same time. And unfortunately, it’s often a
What to do After the Death of a Spouse
Losing a spouse can be an overwhelming and emotional experience. While it’s possible to organize financial documents ahead of time, there’s no way to truly