Insights

What to Do with Your Company Stock Options

What to Do with Your Company Stock Options

Company stock options are very complex. From their tax treatment to the many risks involved, it’s important that you both educate yourself and surround yourself with a professional team of advisors to avoid potentially devastating financial missteps. 

The bottom line: Don’t exercise your company stock options without the help of a fiduciary financial advisor and tax expert. 

But for the sake of better understanding what they are and how they work, here’s an overview.

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Which Retirement Plans Offer Tax Benefits

Which Retirement Plans Offer Tax Benefits

Which Retirement Plans Offer Tax Benefits When it comes to saving for retirement, there are many potential options and paths to choose, as there’s no one size fits all approach. But as you lay the groundwork for financial security in your golden years, it’s important...

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Should you worry about an inverted yield curve?

Authored by Larry Swedroe (bio below) Republished with permission. Ever since December 3, 2018, when the yield curve inverted (with the yield of 2.83 percent on the five-year Treasury note one basis point lower than the yield of 2.84 percent on the...

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EP 148 | Design Your Career for Wealth with Kim Bohr

EP 148 | Design Your Career for Wealth with Kim Bohr

Welcome to episode 148 of Profit Boss® Radio! In this episode, I had the opportunity to interview Kim Bohr. Kim Bohr is the CEO of The Innovare Group, a certified executive advisor, and a sought-after speaker. She combines 20 years of practical business experience as...

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EP 147 | Living Life on Purpose with Chris Farrell

EP 147 | Living Life on Purpose with Chris Farrell

Welcome to episode 147 of Profit Boss® Radio! In this episode, I had the opportunity to interview Chris Farrell. Chris is an economics editor with Bloomberg and a senior contributor with NPR Marketplace. He brings a great perspective on purpose and careers regardless...

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EP 146 | Identity Protection Part 2: Step-by-Step Guide

EP 146 | Identity Protection Part 2: Step-by-Step Guide

Welcome to episode 146 of Profit Boss® Radio! Identity protection is so crucial in this day and age that I felt we needed two episodes to cover all the information. If you have been following the news, you have definitely heard countless stories of people falling prey...

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EP 144 | How to Plan for Retirement Together: Client Stories

EP 144 | How to Plan for Retirement Together: Client Stories

Welcome to The Retirement Years on Profit Boss® Radio episode 144! This is a brand new season of Profit Boss® and I have made a few adjustments this season! Now titled: The Retirement Years on Profit Boss® Radio, this show is your weekly wealth building and retirement...

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