by AFP Staff | Jan 26, 2022 | Financial Planning
It is not uncommon to be awarded company stock in your retirement account. When this happens and it becomes time for you to retire, there are certain moves you can make to achieve better tax outcomes. This is often referred to as “net unrealized appreciation”...
by AFP Staff | Feb 27, 2018 | Financial Planning
Financial planning guards against pitfalls. Unfortunately, no one is free from risk and you could lose all your assets by investing poorly, failing to have the proper insurance products, or by exposing yourself to too much risk. Financial planning looks at your entire...
