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Don't Pay Extra Taxes on Your Stock Plan. What to Look for on Your 1099

Many people work for large corporations who offer stock plans as part of their employee compensation packages. While getting company stock (hopefully at a discount!) can be nice, when tax time rolls around, the extra documents received leaves many with quite the headache. Although each stock plan will be different, we wanted to explain one of the more common confusions with stock plans and their tax forms.

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The Unsung Hero of Insurance - The Umbrella Policy

As financial advisors we understand that the topic of insurance is not the most exciting or glamorous. When we discuss insurance with our clients, we do everything in our power to keep their eyes from glazing over in boredom. Today we will discuss one the most plain vanilla policies, but arguably one of the most important, the umbrella policy. Stay with us because getting umbrella coverage could be one the best financial decisions you ever make.

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How To Protect Your Retirement

While retirement is a chance to begin a new chapter, that does not mean it comes without financial risks. One of the most troubling is the potential for needing long-term care. According to longtermcare.gov an individual turning age 65 has almost a 70% chance of needing some form of long-term care service at some point in their life. With the costs of healthcare continually on the rise, what have you done to prepare to ensure you and your family are taken care of?

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To Delay, or Not To Delay. That is the Question

For most people, from the time they begin work they also start paying Social Security taxes. For many, the time to collect comes up faster than they think, and they are forced to answer the question, when do I collect? As financial advisors this is a question we help our clients with on a regular basis. We hope to give you some thoughts on the age-old question, to delay, or not to delay.

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