Lee Rosenberg, CFP |
July 22nd, 2009
Many public corporations issue stock purchase plans for their employees. Others have a match program where for each percentage that the employee contributes, the company will deposit an equal percentage of company stock into their retirement account, sometimes at a discounted rate.
In years past, we have all heard the tall stories about the average Joe getting to retire rich on company
Lee Rosenberg, CFP |
July 13th, 2009
As you attempt to build your financial life over the coming months and years, consider that if you are not working with a trusted financial advisor, you should make this priority number one. I have been a certified financial planner for the past thirty years and have always reminded clients that good financial advice doesn’t cost, it pays in more measurable ways than you can imagine.
But today, never has this been more true. Given the current world financial collapse, it has been the watershed event that proves that no one
Lee Rosenberg, CFP |
May 20th, 2009
In the midst of all of the economic turmoil, everyone is scrambling to get advice. How can I protect my assets from further loss in a declining market? Can I still plan on retiring when I thought? Are there year-end tax strategies I should be considering?
Vincent Russo, JD, LLM, CELA |
November 28th, 2008
Life seems to just get more challenging for all of us. Who could have predicted the economic
crisis that our country is facing today? I am sure that we will all pull together as Americans and get through this crisis but we are in for tough times.
With that in mind, it is important to take steps to ensure that each one of us