From CEOs to athletes, most people striving for a certain level of performance are constantly assessing where they are and where they want to be. Regularly checking in helps them decide if they’re effectively using all their resources. Sure, it may seem OK to overshoot a goal, but if resources are used in the wrong…
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CAN YOU TAKE ADVANTAGE OF A NET UNREALIZED APPRECIATION (NUA) STRATEGY?
Many companies offer employer-issued stock as a benefit, in addition to other compensation and benefits. But what happens if you leave a job that offered you employer-issued stock or if you experience another triggering life event (such as turning 59½)? That’s where net unrealized appreciation (NUA) strategies come in. There are a few favorable rules…
Becoming a Financially Savvy Single Mother
Raising children without a partner is an enormous challenge—emotionally, physically, and especially financially. Overwhelmed by the work involved in earning a living and caring for children, single mothers can sometimes feel they will never be able to break the cycle of living paycheck to paycheck. But even if you are a single parent on a…