Are you and your talents being courted with benefits that you don’t quite understand? Today we demystify stock compensation to let you know what they are, how they work and how they’ll impact your taxes.
Video - Your Must-Have Checklist for Tax Preparation
Your Must-Have Checklist for Tax Preparation
Scams to Watch Out For - 5 Part Video Series
Video - Minimizing Sequence Risk to Keep Your Retirement Nest Egg Golden
Minimizing Sequence Risk to Keep Your Retirement Nest Egg Golden
Imagine retirement is on the horizon. You have saved for years and invested in a mix of stocks and bonds. You’ve garnered a healthy return. And though you often cringed when the market nosedived, you stood firm and resisted the temptation to panic.
Now you want to retire, but you’re wondering what are the risks?
Video - Your Tax Season To-Do List
Your Tax Season To-Do List
Video - Hidden Taxes in Retirement
At the risk of sounding like a fearmonger, we'd like to share with you the fact that your taxes in retirement may be a lot more complicated than while you’re working. But the rewards are tremendous if you are willing to start early, dedicate the time to planning, and ask for assistance. Let Sabina help.
Hidden Taxes in Retirement
Video - Why and How To Update Beneficiary Designations
Why and How To Update Beneficiary Designations
Are your beneficiary designations out of date? Do you even know which accounts have beneficiaries and whom you’ve designated? It’s easy to lose track of what should go where, but it’s one of the most important pieces of your proactive financial strategy.
Use our quick guide to review and update your financial accounts and safeguard your assets!
Video - 7 Financial Questions For Parents This Season
7 Financial Questions For Parents This Season
Video - Countdown to Estate & Gift Tax Benefits
One of the big changes in the last sweeping tax reform in late 2017 was the doubling of the gift and estate tax exclusion. While the new regulation raises and settles some concerns, it also provides a good reminder why estate planning is important for everyone. Let Sabina take you through a few factors to consider: