2023 Was a Great Year To Review
The stock market closed out 2023 on a high note, with the S&P 500 climbing steadily for nine consecutive weeks. 2023 market review.
Jason Preti, CFP®
Navigating Gen Z’s Economic Challenges
Gen Z’s economic challenges. Dive into actionable strategies for skill enhancement, mindful spending, and creating robust emergency funds.
Restricted Stock Units: Vesting, Tax Treatment, and Strategies
Navigate the complexities of Restricted Stock Units. Explore how strategic financial planning can optimize your taxes and maximize the benefits of your RSUs.
Employee Stock Purchase Plan Explained: Discounts, Tax Treatment, and Divesting Strategies
Unlock the potential of your ESPP. Discover effective strategies, understand tax considerations, and learn how to align your ESPP with your financial goals.
401k Investing: The Roth 401k vs Traditional 401k Decision Process
Roth 401k vs Traditional 401k? Learn about key factors such as tax implications, risk tolerance, and the benefits of tax diversification.
Maximizing Your Retirement Savings: Your 401(k) for a Secure Retirement
Maximizing Your Retirement Savings.
Explore these strategies to boost your 401(k) and ensure long-term financial security.
Maximizing Your Retirement Savings: The Benefits of Roth IRA Contributions
Dreaming of a tax-free retirement? Learn the secrets of Roth IRA and enjoy flexible, tax-free savings. It’s easy and smart. Dive into the details now!
Maximizing Your Retirement Savings: The Benefits of Traditional IRA Contributions
Looking to grow your retirement savings? Find out how Traditional IRA can benefit you and ensure a comfortable future. Get the details now!
10 Common Retirement Accounts Every Young Professional Should Know
Understanding common retirement accounts can empower your financial decisions. From 401(k)s to HSAs, find the retirement savings option that suits you.
Being your own banker is not an investment
Are you considering becoming your own banker? Discover why the Being your own banker concept may not be suitable for everyone.