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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 staff to help make it happen.

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Phantom Stock for Company Executives: Why It's Not as Scary as It Sounds

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.

Retirement Funding Tax Money Lifestyle
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April Is Financial Literacy Month. Do You Have These 5 Finance Basics Down?

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.

College Planning Investing Retirement Funding Insights Lifestyle
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Loss of Income, the Paycheck Protection Program, and the Stimulus Package: A Guide for Small Business Owners

Self-employed individuals and small businesses account for a significant portion of our country’s economy. During a global pandemic, like the one we’re experiencing now, small businesses suffer some of the hardest hits. On March 27, 2020, President Donald Trump signed the Coronavirus Aid, Relief, and Economic Security (CARES) Act into law, allocating funding to support the U.S. economy and workers through the coronavirus outbreak.

Investing Money Lifestyle
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