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Tag: Life Insurance

October 26, 2023

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 [...]

Katie Mietus
Contributions from: Katie Berntson, CFP®

August 14, 2023

Getting The Most From Your Microsoft Benefits

Microsoft (MSFT) provides generous company benefits which can help employees build wealth, manage risk and secure their future. It’s important to consider how to best integrate the additional compensation, retirement and health benefits into your financial plan. Equity Awards Your annual grants of Microsoft shares can support short-term cash flow needs or long-term goals, such [...]

David Mcintosh
Contributions from: David McIntosh, CFP®, Anne Marie Stonich, CFP®, CPA

February 9, 2022

Do I Have Enough Life Insurance?

Life insurance plays an important role in your financial plan by continuing to provide for your spouse and children in the event of your unexpected passing.  For business owners, life insurance can protect the value of your business if you pass, and for those with large estates, life insurance can help offset future estate tax.  [...]

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April 7, 2021

5 Easy Ways to Declutter Your Financial Life

April 7, 2021 Decluttering. Thanks to Marie Kondo, meditation gurus and an amazing amount of time at home, we have all had opportunities to declutter our closets, our monkey minds and our “working-from-home” space (formerly known as the dining room).  But what does it mean to declutter your financial life? What ever happened to ”set [...]

Contributions from: Elaina Shemeta, CFP®

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