This time of year is normally the time that clients who have bonuses and executive compensation need to make choices in regards to receiving these benefits as cash, company stock options or company restricted share units (RSUs). Like most decisions, there are advantages and disadvantages to each and no one right answer for everyone. A […]
10 Questions to Ask When Choosing a Financial Advisor
Choosing a financial planner is a huge decision. You are entrusting them with your personal fortune and depending on them to help protect, preserve, and grow your nest egg for you and your family. Building trust, having good personal chemistry and wanting to work together are critical components to having a successful long-term relationship. As […]