The world of equity compensation can be complex to navigate, with various forms of compensation, tax implications, and strategies to consider. Below is a guide to the most common types, including the differences between restricted stock and restricted stock units (RSUs) and some smart ways to handle each.
In our evolving society, traditional gender roles are continually being redefined. One of the most notable shifts is the increasing number of women stepping into the role of primary breadwinners in their families. This transformation brings a host of financial challenges and dynamics that are often misunderstood.
Women’s roles in the workforce have undergone significant changes throughout history. Initially absent during the early Industrial Revolution, women were called upon primarily when men went to war or were otherwise occupied. As time passed, women gained access to higher education and the ability to pursue careers.
ln December of 2017, the sun rose on the Tax Cuts and Jobs Act passed by Congress and signed by President Trump. There were numerous changes to tax law which affected income taxes, gift taxes, estate taxes, retirement plans, etc. But on December 31, 2025, the sun is setting on many of the provisions and most things go back to the way they were before 2018.
“Retirement” is not defined by age. Rather, we define “retirement” as the time when work becomes optional. That is, you believe you have enough money to sustain yourself for the rest of your life. But a funny thing happened along the way!
Recently, Daniel Mannix, CFA®, Senior Portfolio Manager here at ProVise, was featured on WTAN’s radio show, ‘The Voice of Reason’, discussing various topics, including the best time to invest.
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