Tag Archives: financial planning

Employee stock options are a great benefit. However, you'll need to understand the complexities of this investment option to make the most amount of money.

How to Get the Most Out of Your Employee Stock Options

In addition to your regular salary, your employer may grant you any number of benefits, from health insurance and employer matching of 401K contributions to stock grants and options. If you value investment planning, you should strategize about the best…Read More »

It's easy to be confused by the many types of savings vehicles available. Gain a better understanding of indexed annuities to see if they are right for you.

Pros and Cons of Indexed Annuities

Annuities have become a popular option for retirement and investment planning of late as more and more people look for ways to bolster their 401K and ensure a comfortable life in their senior years. This type of investment, like most…Read More »

Managing your investment income is critical to leading a comfortable lifestyle after retirement. Learn these tips to better manage your retirement finances.

How to Manage Your Investments in Retirement

You’ve done a good job investing in your future so far. You made maximum contributions to your 401K throughout your career, took advantage of employee stock purchase plans available through your place of employment, and set up a diverse portfolio…Read More »

These are five of the best low risk investments with high returns. We think you'll be pleased with the results you can attain in these circumstances.

5 Great Low Risk Investments With High Returns

The first lesson in investing is simple, find the perfect balance between risk and reward. The smart investors know how to mitigate risk factors and find the right types of investing opportunities that yield the best returns. They’re out there, you…Read More »

Don't wait any longer to jump in to the market and start investing - the sooner you do the greater your returns can be.

When Is the Best Time to Start Investing?

The Stock Market can be intimidating and even overwhelming to first timers. You may be one of them, laying in wait, ready to strike when the time is right in order to finally take the plunge into investing. You’ve reviewed…Read More »

With a knowledgeable, experienced financial planner on your side, you can make the most of retirement planning and ensure a comfortable retirement.

6 Essential Retirement Planning and Savings Tips

Most adults are aware of the fact that they’ll one day retire, but planning for that far-off day can be difficult, especially when you’re dealing with living expenses in the here and now. Unfortunately, people are living longer these days,…Read More »

These smart moves in financial planning can help millennials to start laying the groundwork for an advantage in securing their financial future.

Wise Financial Planning Moves for Millennials

It’s never too early to start planning for a strong financial future. But good luck trying to get most 20- and 30-somethings to think seriously about investment management. That’s not to suggest irresponsibility, it’s just a matter of fact that…Read More »

Consult with an experienced financial advisor if you need help to understand the options available to you and make sound decisions about your financial future.

5 Times You Really Need a Financial Advisor

Most people don’t enter their adult lives with a lot of financial knowledge at the ready. If you’re lucky, you know how to balance a checkbook and if your parents were fairly proactive, you have a bank account and a…Read More »

If the question "What is stock option consulting?" is one you are asking and if you're not sure how it benefits you, here are the basics.

What Is Stock Option Consulting?

It’s not uncommon for individuals to hire professional investment advisors to help them determine the best ways to make their money work for them. After all, the world of stocks, bonds, mutual funds, and diverse portfolios is enough to make…Read More »

Before hiring a financial advisor to help you manage your assets better, be sure to ask these five things.

5 Questions to Ask Before Hiring a Financial Advisor

Most laymen find it daunting to navigate the complex world of finances. Even simple accounting can feel more like neuroscience for the mathematically and financially challenged. Thus, for some individuals, it might be wise to consider hiring a financial advisor…Read More »