Category: Uncategorized

  • Managing Your Stock Options After A Layoff

    Employee stock options have increasingly become a piece of total compensation over the last few years, particularly…

  • National 401(k) Day Is September 6: Are You on Track?

    Saving for retirement should be part of every stage of your work life, from your first job…

  • Recalibrate Your Portfolio for a New Interest Rate Cycle

    After a steep rate hike cycle in which the Fed raised rates eleven times between March of…

  • You Lost Your Job. Here’s What You Do Now!

    Managing Through an Unexpected Job Transition Getting laid off from a job upends almost every aspect of…

  • Seniors & Financial Scams

    Seniors & Financial Scams As a Gen X Sandwich Generationer, I understand the crucial role we play…

  • Understanding Real Estate Investing: The Significance of a 1031 Exchange into a DST

    Understanding Real Estate Investing: The Significance of a 1031 Exchange into a DST If you own real…

  • 529 Plans and SECURE 2.0: More Flexibility

    The cost of college has skyrocketed, and it raises the question of whether the cost/benefit assumptions of…

  • Ep. 6: 3 Ways To Get A High ROM – A Return On Your Memories

    Summary In this episode of Healthy and Wealthy Retirement, Mark Struthers discusses the concept of Return on…

  • Keystone Activities and Their Role In A Happy Retirement

    SummaryIn this conversation, Mark Struthers discusses the importance of holistic retirement planning, emphasizing the role of keystone…