Do You Have an Employee Stock Purchase Plan? Then This Is for You.
A 401(k) match is additional money your employer adds to your 401(k) when you contribute a certain amount, up to a percentage of your salary. Some people refer to this as “free money”: you don’t have to anything to earn it other than contribute to your retirement plan. Another valuable source of this “free money” is an Employee Stock Purchase Plan (ESPP). However, not many people use it. In fact, while many mid and large-size companies offer an ESPP, less than 50% of those eligible employees actually participate.
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Retirement Planning: Not One Size Fits All
The best way to achieve any goal is by implementing a plan. Whether you are 20 years or two years from retirement, it is never too early or too late to put a plan in place to achieve your retirement goals. We want to share with you some of the key considerations for a successful retirement.
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Three Things Retirees Can Do to Combat Inflation
Inflation, often referred to as “the hidden tax", is the thief in the night that slowly erodes the value of those hard-saved dollars. If you are retired and living on a fixed income source like Social Security and/or a pension, you are most vulnerable to inflation and its impact on your lifestyle.
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How Joe Biden’s Tax Proposal Would Impact High Net Worth and High Income Individuals
As we enter the last month of the general election, we thought it would be important to review Joe Biden’s tax proposal and the impact it would have on many of our clients. While there are many parts to his tax proposal that have been laid out, this blog will focus on some of the most impactful areas to individuals.
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HSAs: The Holy Grail of Tax and Retirement Planning?
Just as the Holy Grail has become a legend, so has this financial solution, which offers you compelling tax advantages. A Health Savings Account (HSA) offers just that. And if you meet the qualifications to contribute to one, you can also be a beneficiary of one of the most powerful retirement planning solutions out there.
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