Valerie Gospodarek, CFAJan 5, 20223 min6 Actions to Consider Taking Before Year-EndDecember 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, CFAJan 5, 20223 min6 Questions to Ask Yourself Before Making a Non-Qualified Deferred Compensation ElectionBefore contributing to a non-qualified deferred compensation plan, executives should consider these 6 important factors.
Valerie Gospodarek, CFAJan 5, 20223 min5 Ways to Handle Investments with Missing Cost BasesIf you aren't able to determine your investments' cost bases, all is not lost - see these 5 ways of handling them.
Valerie Gospodarek, CFAJan 5, 20223 minGet to Know Your Cost Basis Now & Save at Tax TimeWhat is cost basis and why is it important?
