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An Employee Stock Options Guide
What is an employee stock option? An employee stock option(ESO) is a contract that a corporation (granter) issues to an
The Dividend Snowball Effect
There is a straightforward strategy that can help diversify your portfolio, reduce volatility risk, and utilize the concept of compound
Farmer 401(K) contributions are going up!
The IRS has recently released 401(K) contributions for 2023, and there is good news for farmers! As expected, contribution amounts
Brain health in retirement
Client goals are the cornerstone of our planning process. Every couple has a different goal they want to achieve; some
Is a Roth Conversion Right for Me?
As a couple approaches retirement, one goal should be to implement a tax optimization strategy to help ensure your portfolio
Retiring in Sarasota – Key Considerations
If you’re looking for a great place to retire, Sarasota may have come across your Google searches. That’s because US
Retirement Health Check – How Retirement Ready Are You?
While still in your working years, you dream of a relaxing retirement someday. It may seem a long way off,
5 Questions to Ask when Hiring a Sarasota Financial Advisor
According to a 2021 study by the National Association of Plan Advisors (NAPA), only 30 percent of consumers have a
Starter 401(K) Plans Could Be Coming To Florida
Many top government officials and politicians see a great need for a nationally-mandated retirement plan due to Americans’ worsening ability
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