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Retaining key employees with Phantom stock
An improving labor market often forces employers, especially smaller, privately held companies to look for creative ways to reward and retain key talent – especially if your candidates are considering ... -
How to Retire in a State on the "Worst States To Retire In" List
We have all seen the lists of states to avoid when retiring. Elevated income tax and property rates, higher costs of living and excessive estate and inheritance tax rates are ... -
Plan Now To Reduce Future Financial Stress
Tax season can be a stressful time for taxpayers. From the last minute scramble to compile records to the uncertainty associated with whether unexpected money is owed to the IRS, tax ... -
7 reasons you could be targeted by an IRS audit
Nothing strikes fear in the hearts of taxpayers more than a tax audit from the IRS. While both the number of IRS agents and audits have declined by nearly 22 ... -
IRA Tips for Tax Season
Individual retirement accounts play a vital role in the retirement plans of many Americans. In fact, according to the latest figures from the Employee Benefits Research Institute, nearly 25 percent ... -
Restricted Stock Unit Misconceptions Can Prove Costly
Today, fewer companies are offering traditional stock option plans to their employees than ever before. Instead, companies continue to migrate toward restricted stock units or RSUs as the preferred method ... -
7 year-end tax tips for Individuals
The holiday season is upon us and tax planning is probably the furthest thing from your mind. For many taxpayers, more time and effort was put into their Cyber-Monday shopping ... -
Should you invest in a second home
Purchasing a second home is a common goal often heard from clients during the financial planning process. From a winter retreat in retirement to a house renovation/flip, there are many ... -
Year-end Tax loss harvesting may help reduce tax liability
2015 has been a turbulent year for the markets. From concerns about economic slowdowns in China to fears over the Federal Reserve ending their accommodative policies, volatility has entered back ... -
Raising financially conscious kids in the digital age
Cash is no longer king – at least not like it was in the past. According to the Federal Reserve Bank of Boston's most recent report of Consumer Payment Choice, ...
