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Linda Rogers Linda Rogers

How to Evaluate Moving for a Better Standard of Living

While moving is not the only way to improve your financial situation, it is a compelling option in that it can produce almost immediate results. We can help you crunch the numbers to see if moving is the right decision for you.

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Linda Rogers Linda Rogers

How to Maximize your Employee Stock Ownership Plan (ESOP)

ESOPs are a type of qualified retirement plan. They are not as common as other qualified plans, such as 401ks and 403bs, but you may be offered the option to participate in an ESOP at some point in your working career. Learn how ESOPs are unique and the planning opportunities that come along with them.

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