Employee Benefits
In addition to your salary, your employer may provide valuable benefits, such as a retirement-savings plan, health or dental insurance, a dependent-care flexible spending account, health-care FSA or a health savings account, and sometimes life and disability insurance.

Financial and Budget Considerations for Starting A Family
Starting a family is a significant financial milestone that requires careful planning and preparation. By addressing these key areas, you can create a stable financial future for your growing family.
The Latest

It is essential to read and comprehend the terms and conditions before signing any severance agreement. Take note of the amount and date of payment as well as whether there is an option to contribute to your 401(k) or any other employee benefits. Severance agreements can be complex, so consider seeking the advice of a qualified employment attorney for an independent review.

A stock option is the right to buy equity in the company that employs you at a certain price, with profit potential, if the stock value rises and you decide to sell. Stock options are standard in privately held businesses planning an Initial Public Offering (IPO).

Did you know that military enlisted personnel, on average, receive cash compensation higher than that of approximately 90% of civilians of the same age and education level? Not only is your cash compensation higher, but your military benefits are great! So how can you, as a new recruit, navigate your many military benefits?

It is a little past the first anniversary of the SECURE Act. It was signed into law on December 19, 2019, and what a year it has been. There were many impactful changes, which we will cover so you can better understand your employer’s retirement plan and how best to use it as part of your financial plan.

Guidance on how to take an active role in your finances together.

Every decision you make as part of your career change should be viewed from the lens of your personal financial needs both today and for the long run.

Taking these smart steps can help you keep your finances on track when switching jobs.

Whether your child attends school in person or remotely, funding your child’s education is an expensive financial goal that requires careful planning.

With planning and the support and guidance of a CFP® professional, you can ensure that you will be ready for the role of partner in a firm.

These strategies can help you manage your cash flow more efficiently, pay off student loans more effectively and even save more for retirement.