Blog

Filter Blog by:
Breaking Down the Basics of ISOs

Blog

Breaking Down the Basics of ISOs

Companies have several tools they can deploy in order to retain top talent, and one that is gaining traction is incentive stock options, or ISOs. Much like non-qualified stock options (NSOs), ISOs are a form of equity compensation in private or public companies.

Read More
As Gaming Industry Levels Up, So Does Its Value to Investors

Blog

As Gaming Industry Levels Up, So Does Its Value to Investors

Many investors are embracing the $160 billion gaming market. The industry is larger than the $43 billion box office, $60 billion video streaming and $19 billion music businesses combined.

Read More
Proposed Bill Includes Tax Increases for High Earners, Retirement Account Changes

Blog

Proposed Bill Includes Tax Increases for High Earners, Retirement Account Changes

Last week, Democrats on the House Ways and Means Committee released a draft of their proposed tax plan, which includes changes to corporate, personal and other taxes, as well as retirement plans – though Social Security would be untouched.

Read More
Creating Awareness Around Life Insurance

Blog

Creating Awareness Around Life Insurance

There’s an old saying that with the stroke of a pen we have the ability to affect generations upon generations of lives. 

Read More
Thinking of Social Security as Our Biggest Asset

Blog

Thinking of Social Security as Our Biggest Asset

You might have more money stashed away in the Social Security trust fund than anywhere else. In fact, what you put into Social Security very well might be your biggest asset and future source of retirement income.

Read More
You’ve Got the Mini-Fridge for Your College-Bound Kid – Now Don’t Forget the Documents!

Blog

You’ve Got the Mini-Fridge for Your College-Bound Kid – Now Don’t Forget the Documents!

My niece’s hard work in high school paid off, and she had many fantastic options for higher education. Despite being from New Jersey, she chose a liberal arts college halfway across the country in Texas and is about to begin her junior year there.

Read More
5 Risk Factors to Watch in the Third Quarter of 2021

Blog

5 Risk Factors to Watch in the Third Quarter of 2021

Though we’re still in the midst of the COVID-19 pandemic, with the number of vaccinations increasing and the great reopening upon us, we’re reemerging from our bunkers in full force.

Read More
What to Consider if You Receive the Monthly Child Tax Credit Payments

Blog

What to Consider if You Receive the Monthly Child Tax Credit Payments

The first payment of the Child Tax Credit started hitting bank accounts on July 15 and will continue every month for the rest of 2021. 

Read More
Knowing When to Update Your Estate Plan

Blog

Knowing When to Update Your Estate Plan

From the family tea set to the most complex estate, transferring wealth – of whatever size and definition – couldn’t be more common. What’s less common but just as important is outlining a specific plan and updating it as circumstances change.

Read More
Life Insurance Strategies for Business Owners

Blog

Life Insurance Strategies for Business Owners

Entrepreneur and political figure Andrew Yang drew an important analogy between parenting and owning a business: “If you knew what it entailed you might not get started. But you’re glad you did.” Like parenting, owning a business involves sleepless nights, cold meals and an unbelievable amount of energy, but it’s also an enriching journey and makes life worth the trip.

Read More