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Posts by admin

wall
09 Dec
Uncategorized

Maximizing your ESPP Benefit

  • December 9, 2022
  • By author-avatar admin
There are many great articles explaining how Employee Stock Purchase Programs work, but this post focuses on how to evaluate your ESPP ...

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phone
09 Dec
Uncategorized

Fast Cash and the Benefits of Debt

  • December 9, 2022
  • By author-avatar admin
Cash is king.  Everyone has heard this before, yet it’s so easy to take for granted.  All it takes is one pandemic, one missed opportun...

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framing
09 Dec
Uncategorized

The “framing” effect

  • December 9, 2022
  • By author-avatar admin
The "framing effect" is the principle that our choices are influenced by the way they are "framed," or presented to us, often by the me...

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street
09 Dec
Uncategorized

Everyone needs an advisor.

  • December 9, 2022
  • By author-avatar admin
The world of financial services is sprawling, and like other professions such as  law or medicine, has a large core of generalists surr...

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Stopwatch
09 Dec
Uncategorized

The Roth Conversion

  • December 9, 2022
  • By author-avatar admin
If a penny saved is a penny earned, then strategies for managing losses, fees and taxes should be core undertakings of growing your wea...

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TEACHER
09 Dec
Uncategorized

Teachers: Don’t be fooled by the “tax-sheltered annuity” account.

  • December 9, 2022
  • By author-avatar admin
The primary retirement account type for employees of non-profit organizations including schools, libraries and hospitals is called a 40...

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Taxes
09 Dec
Uncategorized

When it comes to paying tax on income, composition matters

  • December 9, 2022
  • By author-avatar admin
Did you know that capital gains and qualified dividends have their own (and more favorable) tax schedule?Are you aware that capital...

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business
09 Dec
Uncategorized

Roth Conversions add flexibility and control

  • December 9, 2022
  • By author-avatar admin
One for the Money…If a penny saved is a penny earned, then strategies for managing losses, fees, and taxes should be core undertaki...

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Money
09 Dec
Uncategorized

To Roth or not to Roth is not the question

  • December 9, 2022
  • By author-avatar admin
It’s when and how that lead to the benefits of tax-free growth, income, and legacy planning.The general rule of thumb for the Roth ...

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opportunity
09 Dec
Uncategorized

Opportunity created by uncertainty

  • December 9, 2022
  • By author-avatar admin
Matt and Aaron Merriman of Lujan/Merriman Development Group discussing current market conditions and opportunities that will be created...

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