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Featured in Forbes: Financing Stock Option Exercises In Private Companies
Forbes Sep 20, 2021 Financing Stock Option Exercises In Private Companies: Insights From A Top Financial Advisor For insights on what you...
Valerie Gospodarek, CFA
Jan 18, 20221 min read
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6 Actions to Consider Taking Before Year-End
December is the time to ensure that our finances are in proper order before the end of the year with these 6 simple actions.
Valerie Gospodarek, CFA
Jan 5, 20223 min read
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6 Questions to Ask Yourself Before Making a Non-Qualified Deferred Compensation Election
Before contributing to a non-qualified deferred compensation plan, executives should consider these 6 important factors.
Valerie Gospodarek, CFA
Jan 5, 20223 min read
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6 Easy Steps to Creating & Implementing a Financial Budget
Has your financial situation recently changed or will it be changing in the near future? If so, now is the best time to create a budget.
Valerie Gospodarek, CFA
Jan 5, 20223 min read
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5 Easy Steps to Creating an Estate Plan
If you are one of the 64% of Americans without an estate plan, follow our 5 easy steps to ensuring your assets are distributed as you wish.
Valerie Gospodarek, CFA
Jan 5, 20223 min read
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