Author: legacy

It's become increasingly common for companies to offer equity, or company stock, as a way to attract and retain quality talent. This compensation option could be high-risk since you're likely forgoing secure, predictable cash income in exchange for a presumption on the future value of

You've worked hard for what you've earned, but are you missing out on something? Whether you switched employers a few years ago and left behind a 401(k) or simply lost track of a savings account or some inherited property, take advantage of online resources to

Naming primary and secondary beneficiaries for life insurance policies, annuities and retirement accounts is one of the easiest and most effective estate planning moves you can make. Here's why it's important to make changes as needed to keep these details current. Marriage, Divorce, Kids and

Although the tax deadline is still a few months away, it's a good idea to gather all relevant documents well in advance of the tax prep rush of early spring. Now is the time to review and organize your annual financial milestones to help ensure a smooth

Second marriages and blended families have become increasingly common. Since estate planning can be more complex in these scenarios, it's important to prepare for a variety of situations through research, planning and by reaching out for help when needed. Trust in Trusts A trust requires

Crafting the right investment mix is both an art and a science. Not only do you have to consider your future goals, but you also have to take situational factors into account, like your risk tolerance and the current market conditions. To make sure your

As Americans increasingly turn to the internet to connect, work and shop, the threat of malicious hackers and identity thieves continues to rise. We in the financial services industry are upping efforts to secure clients’ information, but there are additional efforts individuals must consider as part

As an individual, you're unique -- and so is your retirement plan. Yet many Americans continue to believe some common retirement myths that have the potential to derail or negatively impact one's future. Myth: You only need to plan for retirement. Once you retire, the work is

You may think of trusts as luxurious financial vehicles for the elite and wealthy, but the variety and versatility of trusts available offer a number of options to anyone with clear ideas about what they want their hard-earned wealth to do. Trusts Can Allow Greater

Money can be one of the most contentious topics of discussion in a romantic relationship, making open and honest communication vital to overcoming common financial concerns like debt and child-related expenses. What's the best way to address finances as a couple? Should you combine your