Insights
Tag: Amazon
October 21, 2024
Getting the Most from Your Amazon Benefits
Amazon provides generous company benefits that can help you build wealth, manage risk, and secure your future. It’s important to consider how to best integrate the additional compensation, retirement, and health benefits into your financial plan. Equity Awards Your grants of Amazon restricted stock units (RSUs) can help increase your cash flow or meet long-term [...]
Contributions from: Katie Berntson, CFP®
December 6, 2022
Do You Really Need To Retire?
When I sat down to write this article, I was supposed to create a retirement checklist but instead I kept thinking about Greg… I met Greg this summer while golfing in Maine with my brother. In those four hours, I gathered that he had a wicked New England accent, a very low handicap, was in [...]
Contributions from: Rachel McCracken, CFA®, MBA
April 1, 2022
3 Simple Ways to Optimize Your 401(k)
Spring is the perfect time to check in on your 401(k) and make sure your plan is optimized for this tax year. Here are three simple things to make sure you are maximizing the tax and investment benefits available to you. 1. Am I on track to maximize my contributions? Most 401(k) plans offer an [...]
Contributions from: Anne Marie Stonich, CFP®, CPA
September 29, 2020
Evaluating/Negotiating a Job Offer
September 29, 2020 COVID-19 and the economic downturn have many out of work and looking for new positions. A job search can be competitive and confusing, especially if you haven’t looked for a job in a while. Companies in sectors that have been weathering the current economic storm well are still hiring, although the interview [...]
Contributions from: Vince Lee, CFP®, CPA
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