Incentive Stock Options as Part of Employer Sponsored Benefit Plans

September 19, 2022

Here's what you need to know about incentive stock options.  Presented by Michael G. Wendlandt: What Are ISOs? Incentive stock options, or ISOs, are a type of employee stock option used in equity-based compensation strategies. They are Read More...
Federal and State Retirement Systems With elderly figures standing in line labeled with decades from age 60-100.

July 25, 2022

Being aware of retirement options and social security benefits can help you assess how financially secure you will be during your golden years. Read More...
Small Business Binder and Charts for Choosing the Right Retirement Plan for Your Business

June 6, 2022

Presented by Gerard Longo, AIFA®:  As a small business owner, you’ve reached a certain level of success and built a comfortable future for your Read More...
A Guide to Benefits When Changing Jobs Depicts Men's Interview Clothing

April 25, 2022

Presented by Gerard Longo, AIFA®: If you’re changing jobs, you probably have a lot on your mind. As you wrap up work with your previous employer Read More...
Employer-provided health insurance image of senior man and woman giving high-five.

April 26, 2021

Presented By Tom Kennedy, CFP®:  As you approach your initial enrollment period, which begins three months before your 65th birthday, you may have Read More...
Why insurance obtained through work may not be adequate shows insurance document.

April 13, 2021

Presented by Ben Murphy, CPA, PFS™: Many Americans go to work every day feeling confident that they are adequately insured. In many instances, that Read More...