Stock Option Strategies

Stock Option Strategies Stock options allow you to benefit from an increase in the value of your employer’s stock without putting your own money at risk. You hold the options until you think the stock price has reached a high, and then you exercise and sell—or hold—those shares. But how and when should you exercise your [...]

By | January 15th, 2018|Investing, Tax|

Charitable considerations for your Estate Plan strategy.

Charitable giving is an important piece of many individuals’ estate plans. Beyond the tax advantages offered by charitable donations, many people have personal reasons for choosing to include charities in their estate plans. A number of vehicles are available to facilitate charitable giving, apart from a straight gift of cash or property to an institution. To [...]

By | October 11th, 2017|Charitable Giving, Estate Planning, Tax|

Avoiding Tax-Related Identity Theft

If you’re not thinking about your taxes yet, you should be—identity thieves certainly are. During tax season, there’s a significant increase in the sharing of sensitive information, both online and via postal mail. Not surprisingly, it’s also when many crooks and scammers come out of the woodwork. For them, it’s prime time to steal your personal [...]

By | January 25th, 2017|Financial Fitness, Tax|