What Are Stock Options and How Do They Work?

If you’ve been offered stock options, you’ve probably wondered how you should best handle them. This starts with understanding what they are and the rules and regulations around exercising and selling them. Why Do Companies Use Stock Options? Companies use…

Debt Ceiling Déjà Vu

Here we go again.  Republicans and Democrats are squaring off over whether to raise the debt ceiling.  The country is facing a partial government shutdown if Congress fails to act by midnight on September 30th.  Only essential services – national…

Should I Make a Roth IRA Conversion?

Have you wondered if a Roth IRA Conversion will save you more in taxes? 2020 has offered a unique opportunity for some taxpayers to capitalize by making a Roth conversion. This is because the CARES Act allowed for a required…

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