by Kevan Melchiorre, CFP® | Jan 25, 2024 | Insights
Assess your cash flow (income vs. expenses). Take a deep dive into your total income vs. expenses for last year and ask yourself: (1) Were you net positive (i.e., you brought in more income than went out in expenses), (2) How much did you save throughout the year? ...
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by Kevan Melchiorre, CFP® | Jan 24, 2024 | Insights
When it comes to executive compensation, there are various options and factors to consider. Every company is different in terms of what they may offer, but two common forms of equity compensation are stock options and restricted stock units (RSUs). Understanding the...
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by Kevan Melchiorre, CFP® | Dec 11, 2023 | Insights
Embarking on the journey to secure your financial future is akin to navigating uncharted waters. Asset allocation for retirement is an artform that involves a careful balance of risk and rewards, much like a skilled captain charting a course through varying currents...
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by Kevan Melchiorre, CFP® | Dec 10, 2023 | Featured In The News
Article originally appeared in Dental Economics, the world’s leading print and digital practice management journal for the dental profession. Click here to access to the full article. DEALING WITH A HIGH TAX BURDEN can be a common challenge and headache among...
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by Kevan Melchiorre, CFP® | Nov 20, 2023 | Insights
Beginning at age 73, most retirement savers are required to take Required Minimum Distributions (RMDs) each year, regardless if they need or want the funds. These distributions are taxable at their ordinary income tax rate, which increases the individual’s total...
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