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Making Tomorrow Better Today through ESG Investing

Making Tomorrow Better Today through ESG Investing

Making the world a better place – who would not want to contribute to that?  Knowing that the actions we take today will benefit generations to come goes a long way.  Whether it be through reducing our carbon footprint or advocating for equal pay, most can agree on the common value of doing better for the longevity of this world.  This is where environmental, social, and governance investing, more popularly known as ESG investing, comes into play.  By partaking in this investing philosophy, one is aligning their investments with their core principles and values, chiefly for the enhancement of society and the greater world.

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Charitable Giving After Tax Reform

Charitable Giving

Tax reform changes to the standard deduction and itemized deductions may affect your ability to obtain an income tax benefit from charitable giving. Projecting how you’ll be affected by these changes while there’s still time to take action is important.

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Important Differences between Restricted Stock Units (RSUs) and Stock Options That You Should Know!

Important Differences between Restricted Stock Units (RSUs) and Stock Options That You Should Know!

When joining a new company, you may not just be offered a flat salary.  As companies are looking for ways to lure in top talent, management is increasingly offering perks such as executive compensation benefits to incoming employees.  Often times, these benefits come in the form of Restricted Stock Units (RSUs) or Stock Options.  However, understanding what these benefits entail and how they stack up against one another can be confusing at first.  To get a better grasp on what your company may be offering you, here are some important things to know.

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How Can Military Veterans Benefit From the New VET TEC Program?

How Can Military Veterans Benefit From the New VET TEC Program?

If you’re a military veteran, you may be eligible for a new five-year pilot program from the Department of Veterans Affairs (VA) that covers the cost of technology classes and training to help you start or advance a career in information technology (IT).

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How Does Your Employer’s Retirement Plan Compare?

How Does Your Employer's Retirement Plan Compare?

Each year, the Plan Sponsor Council of America (PSCA) surveys employers to gauge trends in retirement plan features and participation. Results are used by employers and plan participants to benchmark their plans against overall averages. How does your plan compare to the most recent survey results, released at the end of 2018?1

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Nine Things a Business Owner Should Know After Tax Reform

Nine Things a Business Owner Should Know After Tax Reform

As a business owner, you should be aware of some recent federal tax legislation changes. Many of the changes can affect the bottom line for the business as well as you as the business owner — some in a good way and some in a bad way.

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Rules on Opening a 529 Plan Account for College

Rules on Opening a 529 Plan Account for College

Year over year, participation in 529 plans continues to rise.1 Anyone can open an account, lifetime contribution limits are typically over $300,000, and there are tax benefits if the funds are used for college. Here are some common questions on opening an account.

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Key Retirement and Tax Numbers for 2019

Key Retirement and Tax Numbers for 2019

Every year, the Internal Revenue Service announces cost-of-living adjustments that affect contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts. Here are a few of the key adjustments for 2019.

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Reviewing Your Estate Plan

Reviewing Your Estate Plan

An estate plan is a map that explains how you want your personal and financial affairs to be handled in the event of your incapacity or death. Due to its importance and because circumstances change over time, you should periodically review your estate plan and update it as needed.

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