Financial Services Articles
MEDIA QUOTE
Advisors Tap Fulfilling Volunteer Activities And Come Away Richer By Giving Back By Morey Stettner, For Investor’s Business Daily, March 1, 2021
AGING PARENTS AND FINANCES
Determining if help is needed and wanted or will it even be accepted is a first step in establishing your role as a financial caregiver.
INVESTORS ASK, SHOULD I GO TO CASH?
A new president has been sworn in to office, the country is still reeling from the impact of the coronavirus pandemic, and there has been much social upheaval. Naturally this can scared investors who may be wondering, what’s next and how is the stock market going react? Do I need to go to cash? Let’s…
Quoted in HerMoney
HerMoney – A Digital Media Company For Women. I’m excited to have recently been quoted in a recent article by HerMoney from Jean Chatzky. Writer Casandra Andrews reached out to XYPN members with a media request and she chose to include my response in her article WHY YOU MAY BE PAYING TOO MUCH FOR YOUR…
CONCEPTS OF RSU’s AND STOCK OPTIONS
In addition to providing you with a pay check, some employers choose to sweeten the relationship by providing stock in the company.
CORONAVIRUS LEGISLATION – SIGNED AND NOW LAW
The Consolidated Appropriations Act is now law. Many Americans have closely followed updates about the Covid stimulus check status. Initially, Congress passed a $600 stimulus. President Trump pushed back and asked for $2000; however, at this time it does not look like the Senate will approve $2000 stimulus checks. It is anticipated $600 checks will…
GETTING BACK TO WORK
Regardless if you have been out of work since Covid-19 furloughs began in March 2020 or you have taken leave of employment for several years while participating in childrearing, health issues, or other circumstances, check out these tips to enhance your workforce re-entry path. Enhance your resume & social media profiles to help you…
BEGINNER INVESTING: WHAT TO KNOW
Learn what kind of investor you are. Understand your Risk Tolerance and Time Horizon. Consider the taxable implications and benefits of your investments. You may surprised at how easy it is to invest, and the best time to start is now. What kind of investor are you? First, understand your investor style by deciding…