Quick Answers to Big Money Questions.
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Description text When saving for retirement, you may ask if you should be making contributions to a traditional IRA or a Roth IRA? The answer depends on several different factors that should be considered and discussed.
To assist in this conversation, we have prepared the “Should I Contribute To My Roth IRA Vs. My Traditional IRA?” flowchart.
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When you start a new job, this shift can come with a number of changes that might impact your financial situation, both in positive and negative ways. In this checklist, we focus on the potential financial impact of a job change, including cash flow and income, employee benefits, retirement plans, and deferred compensation.
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There are many factors to consider when choosing a repayment plan or deciding to refinance or consolidate. Each client’s unique circumstances will determine what strategies are available and favorable.
This checklist helps you in thinking about how to approach your student loan repayment, including: relief available to borrowers, repayment considerations, costs and benefits of refinancing & eligibility for loan forgiveness.
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Item descriptionIncentive Stock Options (ISOs) are a form of equity compensation, offering employees a share in the potential appreciation of a company’s value, with preferential tax treatment. Deciding whether and when to exercise ISOs and sell shares can be difficult and requires cash flow analysis, complex tax planning, and a long-term strategy.
This checklist helps guide you think about your ISO options. It covers: issues to consider at grant, implications of exercise, tax considerations, sale strategies, concentration & other risks.
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First-time entrepreneurs and seasoned business owners alike can benefit from thinking through the potential issues when starting a business. Doing so can minimize complications and get business started off on the right foot.
This checklist covers: personal and business cash flow, legal and business formation issues, tax issues, and other considerations.
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Buying a home is one of the biggest financial moves that you will ever make. There are a number of issues you should be aware of, including how the costs of purchasing and owning a home will impact your overall financial planning goals.
In this checklist, we cover a number of financial issues that you need to consider when buying and owning a home.
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Beyond the joy brought to parents by having or adopting a child, this is a huge financial transition in their lives. There are a number of issues to consider, including how the costs of caring for a child will impact both short-term cash flow and their long-term saving and wealth-building objectives.
In this checklist, we cover a number of financial issues that you need to consider when having or adopting a child