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How do people make decisions? There are scientists and psychologists that dedicate their entire career to studying this question. We are each unique in our thinking, processing, upbringing, values and…
The classic image of retirement investing is that of a retiree putting 100% of his or her assets into bonds and clipping coupons from those bonds for income payments. That…
As a small-business owner, you wear a lot of hats. From billing and accounting decisions to marketing your products, there are several different decisions to be made, many of which…
For most business owners, establishing a retirement plan is often the last thing they are thinking about when running their own company. When they come to us, these conversations usually…
Employee stock purchase plans (ESPPs) are benefits offered by many publicly traded companies, which allow employees to purchase shares of company stock at a discount. We often get the questions…
By the time you graduated high school you probably had already opened your first bank account, or at least knew of the two main types - checking and savings. These…
Imagine your future self 20 or 30 years from now, living your ideal life. What would it be like? What would you be doing? What would be bringing you satisfaction…
More women are working and taking charge of their own retirement planning than ever before. What does retirement mean to you? Do you dream of traveling? Pursuing a hobby? Volunteering…
Investment planning during retirement is not the same as investing FOR retirement and, in many ways, is more complicated. Your working years are your saving years. With luck, your income…
Nobody loves taxes, but as the saying goes - only two things in life are certain..... If you are fortunate to have been granted shares in your company, sooner or…