Category: Blog

How to Turn a Summer Job into a Tax-Free Retirement Nest Egg and More - Aug. 01, 2021

How to Turn a Summer Job into a Tax-Free Retirement Nest Egg and MoreTis the season for summer jobs for high school and college kids. These seasonal jobs are more than just an opportunity for teens and college students to earn some money and gain experience. They also provide the opportunity for seeding a significant retirement nest egg and even a down payment on a home through a […] read more

How Businesses Can Harness Demand Forecasting - Aug. 01, 2021

How Businesses Can Harness Demand ForecastingAccording to the Bureau of Economic Analysis, consumer spending has seen some interesting trends over the first half of 2021. May was flat, April was at 0.9 percent, March was 5.0 percent, and February was at 1.0 percent. With varied consumer spending statistics as the nation comes out of the pandemic, it’s important for businesses […] read more

HSA: Save it for Retirement - Aug. 01, 2021

HSA: Save it for RetirementAccording to Fidelity Investments, the average 65-year-old couple retiring today will need about $300,000 for out-of-pocket healthcare expenses during retirement. And that doesn’t even include long-term care. One way to help pay for this enormous cost is to open a health savings account (HSA), which is a savings and investment vehicle designed to help people […] read more

5 Tips for Job Seekers Over 50 - Aug. 01, 2021

5 Tips for Job Seekers Over 50You’ve got loads of experience in your field. You know things that only time can teach you. However, all of your experience and knowledge can sometimes work against you. And even though age discrimination is illegal, it doesn’t mean it isn’t prevalent. You can’t turn back the clock, but you can reshape how you present […] read more

Restricted Stock & RSUs: 3 Planning Tips - Jul. 01, 2021

Restricted Stock & RSUs: 3 Planning TipsEquity compensation is becoming more mainstream and is not just for executives anymore. Grants of restricted stock or restricted stock units (RSUs) are getting to be more common than stock options – and the rules are different, as is the tax planning. Below we will look at some of the particulars of how restricted stock […] read more

How to Develop a Hybrid Work Policy Post-Pandemic - Jul. 01, 2021

How to Develop a Hybrid Work Policy Post-PandemicAccording to a Prudential survey, 87 percent of respondents said they would prefer to work remotely at least one day per week. This is compared to 13 percent of respondents preferring to work at the office all the time. The same survey found that one-third of respondents wouldn’t want to work for a business that […] read more

Wishing on a Star: Investors Pour Billions in to SPACs - Jul. 01, 2021

Wishing on a Star: Investors Pour Billions in to SPACsA SPAC is a special purpose acquisition company. It is typically sponsored by a venture capitalist or a private equity firm that has expertise in a specific sector or industry, such as green technology. A SPAC launches as an IPO, but it is nothing more than a shell company that raises money from investors. Post-IPO, […] read more

5 Tips for Going Back to the Office - Jul. 01, 2021

5 Tips for Going Back to the OfficeSlowly, our world is changing. A percentage of the population has been vaccinated and many employees are headed back to the office. However, this may cause a bit of anxiety – and understandably so. Here are few ways to help take the edge off of returning to the workplace. Wake up Earlier For some of […] read more

The Biggest Winners and Losers in President Biden's Proposed Individual Tax Plan - Jun. 01, 2021

The Biggest Winners and Losers in President Biden's Proposed Individual Tax PlanPresident Biden presented his $1.8 trillion American Families Plan, which focuses on expanding benefits for education, children and childcare. The Biden administration intends to pay for the plan with a series of tax hikes on certain individual taxpayers. Depending on your income and source of wealth, there are some clear winners and losers of this […] read more

Vaccine Hesitancy: Why We Have It and How It Affects Employers and Employees - Jun. 01, 2021

Vaccine Hesitancy: Why We Have It and How It Affects Employers and EmployeesAccording to a Tufts University survey, six in ten of those surveyed are now vaccinated against COVID-19. However, almost 40 percent of the unvaccinated respondents said they won’t get the vaccine. Only 28.5 percent of the remaining unvaccinated respondents said they will get vaccinated against COVID-19 in the future, with the remaining unvaccinated respondents unable […] read more