The Client Library is filled with multitudes of articles on multitudes of topics. From "what's a 401k?" to "What steps can I take to actually retire?"; find the answers you need, then meet with us to help make it happen.
If you're renting an apartment, home, or condo, you might assume you don't need insurance. Should anything structural happen to the building, the property owner is responsible for repairing the damage under their policy.
![[Infographic] How Stocks Work Thumbnail](https://static.twentyoverten.com/5c057b7824b1ae1d5efa789e/VDhjUIzJ_k/How-Stocks-Work.png)
Shareholders are partial owners of the company who can vote for those who serve on the company's board of directors.
We all know about standard retirement hobbies such as golf, gardening, or woodworking. But now that you have time to fill, why not think outside the box? Here, we share some retirement hobbies you never knew existed that can help spice up your golden years.
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College expenses seem to get more expensive every year. Luckily, there are many different ways to help save for a child's college education and 529 plans can offer a variety of advantages.
The Vault feature of your eMoney personal financial website allows you to safely and securely store important documents and files. This is also a wonderful tool for securely sharing documents with your financial advisor.
As a high-level executive, your company recognizes your valuable contribution to progress and growth. In response, your compensation package looks a little different - and often more complicated - than lower-level employees. Equity compensation, such as stock options, is a common offering for executives, directors and managers. But the type of equity compensation offered may differ. If your company is offering you a phantom stock plan, or shadow stock, here’s what you need to know.
Several U.S. senators have proposed new legislation in an effort to raise $3 trillion in tax revenue over the next decade.1 Called the Ultra-Millionaire Tax, this new proposed legislation comes in direct response to the economic turmoil Americans have experienced throughout the COVID-19 pandemic.
Working with a trusted financial professional is important when it comes to strategizing and preparing to meet your financial goals. But as most of us handle money on a daily basis, it’s important to have an in-depth understanding of the fundamentals of financial literacy. Below we’ve identified five financial basics everyone should know. Understanding these important concepts can serve as a basis for your financial standings.
Buying a home is one of the biggest financial decisions that you will make in adulthood and for many people, this may be seen as a part of the “American Dream.” While it can feel good to own something rather than rent, it’s not for everybody and can come with costs and limitations.