Nick Rosebraugh

Retiring with employer stock in your 401(k)? Consider this…

If you are accumulating employer stock in your 401(k) and the value continues to go up…congratulations!  With such a nice nest egg, you need to implement the most tax efficient strategy for liquidation.  After all, the lower your taxes, the more funds you have to spend in retirement.... Read More

Tax refund: Save or spend?

Most of us aim for a small refund or tax bill when it comes to tax planning. However, you may occasionally receive a larger-than-expected refund for various reasons. That raises an important question: what should you do when you get a large refund?... Read More