Financial Tips for Traveling Abroad

Financial Tips for Traveling Abroad

One of the greatest joys in life (well, for me, personally) is traveling abroad. Before embarking on an international trip, you may have marked off the usual checklist items of packing your luggage, booking a place to stay, hiring a…

What to know about the updated FAFSA

What You Need to Know About the Updated FAFSA

As we usher in a new year, the countdown to college is well underway for millions of students nationwide. Amidst the anticipation, it’s important to know about the changes coming to the 2024-2025 version of the Free Application for Federal…

2024 contribution limits

2024 Contribution Limits

For 2024, there are several material contribution limit increases across retirement accounts. A very good practice is to contribute enough of your salary to receive at least the employer match. Also, pay raises often present an easy opportunity to increase…

End-of-the-year financial checklist

End-of-the-Year Financial Checklist

The end of 2023 is quickly approaching. Before your calendar is filled with holiday parties and finding the perfect gift for your next White Elephant gift exchange, here are some financial checklist items you might consider before saying goodbye to…

Should you enroll in your company's ESPP

Should I Enroll in My Company’s ESPP?

Do you have access to your Company’s Employee Stock Purchase Plan (ESPP)? Beyond your base pay, bonuses, and potential for stock compensation, participating in an ESPP is potentially a great opportunity to enhance your overall compensation package. Prior to enrolling,…

Are you an above-average investor?

Are You an Above-Average Investor?

Are you an above-average driver? Well, the reality is that ~80% of drivers think they are above average, even though that’s mathematically impossible. And it is not limited to driving, as a number of studies show people rate themselves as…

Make the Most Out of Your Open Enrollment Period

It is that time of year again! As we approach the holiday season, many employers will open their employee benefits enrollment period for the year ahead. Are you prepared to take full advantage of the benefits that are offered? Beyond…

Conservation easement

Understanding Conservation Easements

If you own or have inherited some undeveloped land, you might be wondering what to do with it. The most common options are to: Keep it and hope it appreciates (especially in an area with a lot of urban expansion)…

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