Search Results for: bonus

What you can do with your bonus

Six ways to put your bonus—or any sudden influx of cash—to work.

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05.14.2024

Mega backdoor Roths, explained

In this article, we’ll go over who qualifies for a mega backdoor Roth, how they work, and how they might fit into a holistic financial plan.

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11.17.2024

January 2024 Market Update

The drama around the timing of the Federal Reserve’s first cuts to the key short-term interest rate continued in last few weeks of the old year and into the first week of the new year.

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01.11.2024

Checklist: What to do after a layoff

If you recently lost your job, it’s normal to feel stressed and confused. But we want to help ensure that stress doesn’t extend to your finances. This checklist can help you keep track of some of the high-level decisions you’ll likely need to make following a layoff.

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02.27.2023

The tax surprise lurking in bonuses

Getting a bonus is great news, and while there’s an abundance of advice around how to spend (or save) bonus compensation, there’s less coverage about something arguably more important: taxes. The way bonuses are taxed can sometimes surprise folks, so we put together a guide to help you prepare. 

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12.19.2022

How to evaluate a pay and benefit package

The details in your benefits plan could help you create significant wealth in the long run.

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04.24.2024

Tax Prep versus Tax Planning

For many Americans, the thought of taxes goes hand in hand with mild anxiety. That anxiety can lead people to lump everything tax related into one bucket

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11.27.2023

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