Creating a Household Budget

Tuesday, 21 December 2021

by Jack Whitley with contributions from Dennis Doble and Alison Wilcox

Creating a Household Budget

Creating a household budget is an essential part of monitoring personal finances and can ensure that your money is being spent wisely. For those without a current budget, starting one may seem like a daunting task, however, this article provides a basic guideline and an online worksheet to get you started on basic household budget construction. 

Supply-Chain Chaos: Holiday Edition

Friday, 03 December 2021

presented by Rich LeBranti

Supply-Chain Chaos: Holiday Edition

The supply chain is the network by which products flow from the factories of suppliers to the inventories of retailers where we shop.  Workers can't keep up with the rush of container ships arriving from overseas, plus we are experiencing increased freight and labor costs which lead to higher prices.  The good news is that many businesses responded nimbly to challenging conditions this year, and some consumers have been proactive too.  Here's a glimpse into how these kinks in the supply chain might affect your holiday shopping in 2021.

Donor Advised Funds for Charitable Giving

Wednesday, 10 November 2021

by Jack Whitley with contributions from Dennis Doble and Alison Wilcox

Donor Advised Funds for Charitable Giving

Are you someone who wants to give back by donating to a charitable organization? If so, let us introduce you to donor-advised funds, the fastest growing charitable gift strategy for investors. 

RSU and Options Planning

Tuesday, 26 October 2021 Dennis Doble

by Dennis Doble, CFP

RSU and Options Planning

Does your compensation package include options, restricted stock units or restricted stock awards? Are you able to participate in an Employee Stock Purchase Plan? These types of compensation can greatly enhance the value of your overall compensation package. They can also produce some headaches when it comes to understanding the details of each type of compensation and the best way to turn them into future dollars. Having a plan in place can help minimize future taxes and prevent you from relying too much on one company for both your income and your investments.

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