Unlock the full potential of your employee stock options with key financial considerations. Strategies, tax implications, and professional guidance for maximizing value.
Read MoreWealth Advisor James A. Marquez, CFP® was quoted in the article, “7 Ways To Balance Risk in Your Retirement Portfolio” published by Go Banking Rates.
Read MoreSecure 2.0 introduces several changes to workplace retirement plans to increase saving opportunities for employees. With additional provisions going into effect, now’s the time for employees to assess their contribution plan and make changes as needed.
Read MoreThanks to higher inflation rates and stock market volatility, Series I savings bonds (I bonds) are currently a hot topic. Everyone’s understandably looking to make sure their money is saved and invested wisely.
Read MoreWhen people talk about the stock market, they often talk about the big names like Apple, Amazon, or Google. Whether they’re up or down and the reasons behind the change make headlines, so when it’s time to invest, they seem like the logical places to start.
Read MoreWealth Advisor James Marquez, CFP® was quoted in the article, “Top Retirement Investment Strategy in a Post-Pandemic World? 7 Experts Chime In” published by SophisticatedInvestor.com.
Read MoreWealth Advisor James Marquez, CFP® was quoted in the article, “Stung by the stock market, Gen Z and millennials still shun advisors” published by Financial Planning.
Read MoreBrokerage accounts are often overlooked as a way to save and invest for retirement. We outline reasons why this type of account can be just as important as a 401(k) or IRA.
Read MoreAs parents, we want to give our children the tools they need to be successful. Here, we discuss a couple steps you can take to lay the foundation for your child’s financial success.
Read MoreEstate planning is like an orchestra. Each instrument, while impressive on its own, fulfills a unique purpose. When combined, these “instruments” can create a masterpiece.
Read MoreHealth Savings Accounts (HSAs) were first established in 2003 under the Medical Prescription Drug Improvement and Modernization Act. Since 2011, the amount in HSAs has grown from about $6.76 million to $22.21 million in 2017.
Read MorePharmaceutical giant, Pfizer, introduced equity compensation to corporate America in the early 1950s, and it wasn’t long before other major corporations adopted their own forms of this type of employee benefit.
Read MoreIt’s no secret that student loan debt is as high as it’s ever been in America. According to the latest studies from 2017, student loan debt nationwide totals $1.4 trillion across more than 44 million borrowers.
Read MoreFor most individuals, the main goal of giving to charity is not necessarily to take advantage of the income tax deduction or to receive some benefit in return, but rather to support an organization that has a mission they believe in.
Read MoreEvery year, financial planners provide valuable advice and innovative solutions to millions of Americans to help them achieve their financial goals.
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