Financially Speaking Blog
Company Stock and Your Retirement Strategy
The opportunity to acquire company stock – inside or outside a workplace retirement plan – can be a lucrative employee benefit. Your compensation may include stock options or bonuses paid…
Taxes in Retirement
When it comes to retirement planning, it’s only natural to be consumed with big picture items like finding the ideal community, whether to stay in your current home or downsize,…
International Investing: Opportunity Overseas?
For the past decade, U.S. stocks have outperformed foreign stocks by a wide margin, due in large part to the stronger U.S. recovery after the Great Recession. In general, U.S.…
Over-Looked Tax Breaks for Retirees
Preparing for taxes in retirement is one financial strategy move you can make to help keep more money in your pocket. And, to that end, there are several often-over-looked tax…
Following the Inflation Debate
During the 12 months ending in June 2021, consumer prices shot up 5.4%, the highest inflation rate since 2008.¹ The annual increase in the Consumer Price Index for All Urban…
Preparing Your Finances For 2022
December is the perfect time to identify some financial new year’s resolutions for the year 2022 that, while simple, may have a profound effect on your financial strategy and your…