Category Archives: Financial Planning

Employee Stock Purchase Plans (ESPP) 

[starbox] . [sh_btn link=”https://calendly.com/deasil/15min” target=”_blank” shape=”squareRounded” style=”dimension” size=”extralarge” color=”rgb(27, 54, 156)” bordercolor=”rgb(11, 0, 0)” bordersize=”0″ fontcolor=”rgb(248, 247, 247)” enablehover=”enable” enableicon=”enable” iconbg=”square” iconset=”fontawesome” iconfa=” fa fa-calendar”]Schedule Your 15 min Consultation Now![/sh_btn] . . . . History of Stock Plans in the US A San Francisco lawyer and economist, Louis O. Kelso, created his employee stock ownership […]

By Randall Avery, CFP®, CFA | November 20, 2023 | Financial Planning, Uncategorized | 0 Comments |  Like

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Creating an Account with the Social Security Administration

[starbox] . [sh_btn link=”https://calendly.com/deasil/15min” target=”_blank” shape=”squareRounded” style=”dimension” size=”extralarge” color=”rgb(27, 54, 156)” bordercolor=”rgb(11, 0, 0)” bordersize=”0″ fontcolor=”rgb(248, 247, 247)” enablehover=”enable” enableicon=”enable” iconbg=”square” iconset=”fontawesome” iconfa=” fa fa-calendar”]Schedule Your 15 min Consultation Now![/sh_btn] . . . Creating an Account with the Social Security Administration Social Security offers a range of benefits that contribute to the economic stability and […]

By Randall Avery, CFP®, CFA | September 22, 2023 | Financial Planning, Uncategorized | 0 Comments |  Like

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401k Contribution Strategy

[starbox] . [sh_btn link=”https://calendly.com/deasil/15min” target=”_blank” shape=”squareRounded” style=”dimension” size=”extralarge” color=”rgb(27, 54, 156)” bordercolor=”rgb(11, 0, 0)” bordersize=”0″ fontcolor=”rgb(248, 247, 247)” enablehover=”enable” enableicon=”enable” iconbg=”square” iconset=”fontawesome” iconfa=” fa fa-calendar”]Schedule Your 15 min Consultation Now![/sh_btn] . . . On your first day or after 90 days, your employer places or emails you a brochure of their retirement plan. It is […]

By Randall Avery, CFP®, CFA | August 17, 2023 | Financial Planning, Uncategorized | 0 Comments |  Like

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Parent’s Guide to Planning for College 101

[starbox] . [sh_btn link=”https://calendly.com/deasil/15min” target=”_blank” shape=”squareRounded” style=”dimension” size=”extralarge” color=”rgb(27, 54, 156)” bordercolor=”rgb(11, 0, 0)” bordersize=”0″ fontcolor=”rgb(248, 247, 247)” enablehover=”enable” enableicon=”enable” iconbg=”square” iconset=”fontawesome” iconfa=” fa fa-calendar”]Schedule Your 15 min Consultation Now![/sh_btn] .. . . The cost of a college education has risen significantly over the years, making it increasingly expensive for students and their families. Tuition […]

By Randall Avery, CFP®, CFA | July 19, 2023 | Financial Planning, Uncategorized | 0 Comments |  Like

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