Knowing how every dollar can be used is a great start to Financial Planning. And to make it super simple, there are really only 4 ways to use money:

1. SPEND Cautiously. Whether it's keeping your lights on and phone connected, putting food on the table for your family, paying for all 6 of those v
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The old saying goes, "the market climbs a wall of worry." When it comes to financial markets, there's almost always something to worry about. However, one thing that has the potential to make market volatility worse is the fear of the unknown. At this point in our financial climate, there are a nu...

Roth IRAs can serve as a great option for a variety of financial situations. However, we have to remember, converting a pre-tax plan (i.e., traditional IRA, pretax 401(k), etc.) to a Roth IRA will trigger a taxable event. For example, if you convert $25,000 from a pre-tax plan to a Roth IRA, you e...

What employees need to know.

Is your employer giving you restricted stock units (RSUs)? Here are some details about RSUs, which differ from stock options in both their nature and taxation. 

Remember that this article is for illustrative purposes only and not a replacement for real-life advice. Ple...