Short Guides


Stock Options and Other Equity Awards Explained

Equity award benefits are popular in compensation packages because they entice workers to care about the performance of the firm. Employees are more willing to go the extra mile when they know they’ll get a piece of the pie…

Small Business Retirement Plans: What You Need to Know

A retirement plan that supports both you and your employees in achieving retirement goals can make all the difference. However, shopping for your company’s retirement plan is about more than just the plan’s benefits to you, personally, and your employees.

Short Guide to Financial Planning

A financial plan helps crystalize your long-term goals by providing a road map to achieve them. Whether you worry about money and foresee a stressful financial future, or simply want to continue to grow the wealth you’ve already amassed, a solid financial plan can help.

Investment Management:  Making the Most of Your Money with an Investment Advisor

How does investment management work? What are the different styles of investing? How should your investment plan overlap with your financial plan? Proper investment management helps to make sure that your wealth is working hard for you, so it’s a good idea to understand the foundations of it.

Quick Guide to Small Business Succession Planning

Succession planning is a vital exercise for small business owners. A thoughtful, strategic succession plan will ensure your business survives and even thrives without you, living on as your successful legacy. 

Guide to Required Minimum Distributions

Running out of money in retirement is a very real fear for millions of aging Americans, and this fear is exacerbated by the necessity of taking Required Minimum Distributions.  In this guide, we provide an overview of required minimum distributions – what they are, how to calculate them, and how they should factor into your retirement plan.