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Summary: 2018 tax reform led to tax cuts for most Americans Tax cuts were in the form of slightly higher paychecks, which were hard to notice People who are expecting a large refund check will be [...]

Two reasons to sell the shares as soon as the RSUs vest are: If you were paid a cash bonus, you wouldn’t use the money to buy company stock. So turn the stock bonus into cash by selling the [...]

Restricted stock units (RSUs) are one way for companies to grant shares of company stock to employees. The term “restricted” refers to the vesting schedule, or the specified period that must [...]

“I don’t know if I’m contributing enough to my 401(k) plan.” “What investment(s) should I select in the 401(k)?” “What the heck should I do with my old 401(k) plans?” Many clients are embarrassed [...]

In part one of the Open Enrollment series, I discussed the three most valuable benefits offered by most companies: health insurance, Flex Spending Accounts (FSA), and Health Savings Accounts [...]

Open enrollment is your opportunity to switch coverage once a year. You could do nothing and automatically be enrolled into the same plans you had this year. Certain benefits like Health FSAs and [...]

It’s difficult to evaluate whether a financial planner is a good fit for you. When you’re buying a physical product like a car, it’s easy to define the criteria, and to confirm that the car meets [...]

The Equifax data breach has jeopardized the majority of Americans’ birth dates, SSNs, addresses, and some driver’s license numbers. Unfortunately, the Equifax data breach wasn’t [...]

If you’re considering adult braces, I say from firsthand experience that it’s worth it. I’ve had braces twice in my life: from age 15-17, and 35-37. As a teenager, I wore the retainer [...]

International Cat Day, August 8th, is a testament to cats’ popularity. As a prospective cat owner, be aware that caring for your feline companion will be a long-term commitment. Cats live 15 [...]