Financial Impacts of Marriage

Most of us don’t think of marriage as a legal contract. Yet it’s a partnership which carries multiple rights, privileges and obligations. Many are beneficial, but we also need to be prepared for unexpected consequences. Following are just some of the financial implications of saying…
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Getting the Most from Your Amazon Benefits

Amazon provides generous company benefits which can help employees build wealth, manage risk, and secure their future. It’s important to consider how to best integrate the additional compensation, retirement, and health benefits into your financial plan.   EQUITY AWARDS: Your grants of Amazon restricted stock…
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Social Security

Social Security Strategies

Social Security benefits are an important factor in retirement planning. Unfortunately, many Americans start collecting their payments too early, potentially costing them tens of thousands of dollars over time. For most people, it pays to hold off. Let’s take a look at some options: STRATEGY…
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Microsoft Benefits

Getting The Most From Your Microsoft Benefits

Microsoft provides generous company benefits which can help employees build wealth, manage risk and secure their future. It’s important to consider how to best integrate the additional compensation, retirement and health benefits into your financial plan. EQUITY AWARDS Your annual grants of Microsoft shares can…
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