January 2023

Should You Consider Cashing in Your Stock Options?

Uncategorized, Wealth Management / By Annrose Isaac CPA, CFP®, MBA

Stock options can be a valuable asset, but you must make objective decisions about utilizing them, so use these tips to remove your emotions from the equation.

Understanding Retirement Planning Changes in the SECURE Act 2.0

Retirement Planning, Uncategorized, Wealth Management / By Annrose Isaac CPA, CFP®, MBA

The SECURE Act 2.0 contains more than one hundred provisions impacting retirement planning so learn what the new law means for your retirement savings efforts.

Wealth Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation. Separate from the wealth management plan and our role as wealth advisors, we may recommend the purchase of specific investment or insurance products or account. These product recommendations are not part of the wealth management plan and you are under no obligation to follow them. Life insurance products contain fees, such as mortality and expense charges (which may increase over time), and may contain restrictions, such as surrender periods.