Understanding Qualified Charitable Distributions
As you build your legacy, considering how to leverage your charitable contributions can be a fulfilling endeavor. Qualified Charitable Distributions (QCDs) can offer an opportunity to support your favorite causes and manage your retirement income. Here are some...
You Are Not Your Job
Reclaiming Identity Beyond the Workplace In today’s fast-paced, achievement-driven society, many individuals conflate their self-worth with their career roles, leading to emotional vulnerability, burnout, and identity crises. Research reveals the dangers of...
Golden Handcuffs Unlocked
What to Do with Your Company Stock After Leaving a Job When employees leave a company, their decisions around vested stock and stock awards can have significant financial consequences. Many people are unaware of the critical time limits and tax implications...
