Month: November 2021

Should I Buy I Bonds Now?

By Melissa Joy, CFP®, CDFA® / November 18, 2021

With inflation soaring, the popularity of a little-known treasury program for small investors, Series I Savings Bonds, is coming into focus. The I Bond is linked to an interest rate […]

7 Year-End Financial Planning Moves

By Melissa Joy, CFP®, CDFA® / November 10, 2021

We all know how chaotic this time of year can become. With the holiday season approaching, it’s easy to allow our plates to fill up and forget to make sure […]

Utilizing your NQSOs to Help you Meet Your Goals

By Melissa Joy, CFP®, CDFA® / November 2, 2021

Non-Qualified Stock Options (NQSOs) are a form of equity compensation that can be offered by an employer. NQSOs provide an opportunity for employees to participate in the company’s appreciation over […]