Employee Benefits

Experienced Fee Only Financial Advisors In Chicago on Open Enrollment and Employee Benefits

How to Choose Open Enrollment Benefits

Open enrollment season is almost here! It’s time to get familiar with all the benefits your company offers you this year. Our guide will help you understand the most common open enrollment benefit options, and how best to choose open enrollment benefits.

Fee Only Financial Advisors in Chicagoland on Health Savings Accounts

Everything to Know About Health Savings Accounts

Health Savings Accounts have been around for 20 years but are often misunderstood and underutilized. HSAs are powerful savings tools to cover future medical expenses, such as long-term care, or to help fund healthcare for early retirees. We explain everything you need to know about health savings accounts: what they are, how contribute to them, and how to use them.

Fee Only Financial Advisors in Deer Park on Restricted Stock Unit taxes

Strategies for Restricted Stock Unit Taxes [Video]

In this video, we breakdown the types of RSU vesting schedules and different strategies for handling Restricted Stock Unit taxes.

Experienced Fiduciary Fee Only Financial Advisor in Chicago

NQSOs versus ISOs: What’s the Difference?

What are Incentive Stock Options? What are Nonqualified Stock Options? There can be significant tax consequences from exercising options, as well as meaningful tax savings opportunities. We investigate the differences and help you decide your best option.

Experienced Fiduciary Fee Only Financial Advisors in Chicago

Strategies for Early Retirement Healthcare [Video]

Early retirement healthcare can be tricky. This video explains your health insurance options before age 65 and Medicare.

Fiduciary Fee Only Financial Advisors in Chicago

A Guide to Restricted Stock Units

Read this before you get, vest, or sell restricted stock units. There are three stages in the life cycle of RSUs that are granted to you. We discuss the risks, taxation, and when to sell your stock.