Stop Overlooking These Valuable Workplace Benefits
Kevin Oleszewski, CFP®, Senior Wealth Planner It’s hard to fathom, but there are a lot of employee benefits that people aren’t using correctly — or aren’t using at all.
Planning for the Rising Cost of Dependent and Child Care
Kevin Oleszewski, Senior Wealth Planner For many parents, childcare can be their biggest monthly expense, and rising inflation hasn’t helped matters. Add in the cost of caring for aging parents? You’re likely spending a fortune on care.
The Cost of Infertility: Navigating IVF Financing
By Erin Wood, Senior Vice President, Financial Planning and Advanced Solutions After my struggle with pregnancy issues, I was surprised by how quickly I found out I wasn’t alone. Friends, relatives, coworkers – people I’d known for years – were suddenly sharing with me a vital but private p …
Company Stock Options Explained: ESPP, RSU, Stock Options & 10b5-1 Plans
You just met with your HR team, who shared with you the good news: You’re eligible to own employee stock in your company! An incredible benefit, especially since you feel that you can impact how well your company stock performs, either directly or indirectly. But you walk out of the meeting …
How Your Employee Benefits and Financial Wellness Fit into Your Financial Situation and Plan
Your Health Savings Account (HSA) is a cornerstone of your benefits planning. The money is triple tax-advantaged – contributions, growth and withdrawals for qualified expenses are not taxed. This account is like nothing else, and you need to take full advantage of it.