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Could a Donor-Advised Fund Help Lower Your Tax Bill?

Could a Donor-Advised Fund Help Lower Your Tax Bill?

by Dan Haines | Apr 18, 2022 | Financial Planning, Stock Compensation

For those looking to use their wealth to support charitable causes, a donor-advised fund (DAF) can be an effective tool. Donor-advised funds may allow you to optimize the tax benefits of your gift, grow contributions tax-free and simplify your giving. In this post, we...
5 Mistakes Stryker Employees Make with Their Stock Options

5 Mistakes Stryker Employees Make with Their Stock Options

by Dan Haines | Oct 11, 2021 | Financial Planning, Investments, Stock Compensation

Employee stock options can be a valuable part of a Stryker employee’s total compensation. They enable employees to benefit from the company’s upside and can create meaningful wealth. However, stock options are more complicated than just owning company stock and they...
What Should I Do With My RSUs?

What Should I Do With My RSUs?

by Dan Haines | Sep 14, 2021 | Financial Planning, Investments, Stock Compensation

Restricted Stock Units (RSUs) are a type of equity compensation reserved for employees. RSUs give employees ownership in the company they work for and allow them to participate in the company’s success. These RSUs can become very valuable and may represent a growing...
Do You Own Too Much Company Stock?

Do You Own Too Much Company Stock?

by Dan Haines | Jan 5, 2021 | Financial Planning, Investments, Stock Compensation

Owning company stock can be a great way to participate in your company’s success. You may have received the stock through restricted stock units (RSUs) or stock options from your company or purchased shares directly or through an employee stock purchase program...

Recent Posts

  • Investment Lessons from Warren Buffett
  • Are Taxes Your Biggest Lifetime Expense?
  • Five Ways the SECURE Act 2.0 Impacts Your Retirement Planning
  • Should a Trust be Part of Your Estate Plan?
  • Are You Being Intentional with Your Money?

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  • Retirement
  • Stock Compensation

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