Posts by Michelle Smalenberger, CFP®
The Basics of Non-Qualified Stock Options (NQSOs) [Video]
Have questions about NQSOs? In this video we will breakdown what they are, how they work, and when you might want to use them.
Read MoreShould I Use a Deferred Compensation Plan? [Video]
Wondering if a deferred compensation plan is right for you? In this video we cover how it works, tax factors, as well as pros and cons.
Read MoreSocial Security Income for Cost of Living Increase [Video]
Will your social security income cover your expenses? In this video, we will cover the what you need to know about the cost of living increase!
Read MoreCreating and Funding Estate Plans [Video]
What do you need to start creating and funding estate plans to protect your family legacy? Watch this video to learn more!
Read MoreWhen Should You Look For A Financial Advisor? [Video]
If you are looking for a financial advisor, this video will give you a couple tips for if you need one and what to look for.
Read MoreHow to Get the Most Out Of Your Savings Account [Video]
Do you tend use your savings account to hold onto cash? In this article, learn about what they are and what to look for in a savings account.
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