Incentive Stock Options, or ISOs, are a type of stock option that companies offer to their employees as a form of non-cash compensation. ISOs can be a valuable tool for…
Tag: investing
We’ll guide you through the diverse landscape of investments and help you understand the tools you need in order to invest with confidence. This comprehensive session will explore three distinct…
Instead of attempting to time the market and buy securities (stocks, bonds, mutual funds, ETFs) when their prices are low, dollar-cost averaging is a strategy to buy a smaller, consistent…
A rollover IRA is an Individual Retirement Account that is funded by closing a 401(k) (or similar account) at a previous job and moving those funds to the new individual…
When you contribute to a 401(k) you put your own money in, called a contribution. That contribution is made with pre-tax dollars, invested within the 401(k) account, and grows tax-deferred…
A 401(k) is an employer sponsored, tax advantaged account for saving and investing for retirement. You contribute pre-tax dollars to it, invest that money, and then withdraw the money in…
An IRA (or Individual Retirement Account) is a tax advantaged account for saving and investing for your retirement. IRAs are not connected to your employer like a 401(k) is and…
When Warren Buffet talks about money, people listen. And they should; he’s one of the richest people in the world and widely regarded as one of the most successful investors…
You’ve heard of the 7 wonders of the world; places like the Taj Mahal, the Roman Colosseum, and the Great Wall of China. But do you know what the 8th…
Saving for retirement is a goal that you should tackle as early in life as you can. Why? A couple of reasons. 1- the power of compound interest; 2 –…