Financially Speaking Blog
401(k) Mistakes You Have to Avoid
401(k)s are an essential part of retirement planning for many Americans. Because of their importance, it’s critical to avoid making mistakes with a 401(k) strategy. Make sure you know what…
Baseball Lessons That Might Help Change Up Your Finances
Baseball stadiums are filled with optimists. Fans start each new season with the hope that even if last year ended badly, this year could finally be the year. After all,…
The Four Phases of Retirement
While there’s nothing wrong with dreaming big about retirement, it’s important to remember that how you think about retirement is likely to change over time. No matter how your circumstances…
Going Public: How Are Direct Listings Different
An initial public offering (IPO) is the first public sale of stock shares by a private company. IPOs are important to the financial markets because they help fuel the growth…
Talk Money Before You Walk Down the Aisle
This month, we discuss what you need to know about money and marriage – specifically, what you need to know about paying for a wedding and what financial strategies you…
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…