by Garrett Dresen, CFP® | Sep 20, 2023 | Financial Planning, Organizing Your Finances
Understanding your benefits as a NuScale employee is crucial for making the most of your financial compensations. One of the standout benefits offered by NuScale is the opportunity to receive Restricted Stock Units (RSUs) and Non-Qualified Stock Options (NQSOs), both...
by Kay Dee Cole | Aug 11, 2022 | Financial Planning, Organizing Your Finances
We all have different ways of thinking about money. Some of us are penny-pinchers, always looking to save some extra change whenever we get the chance. Others of us see money as a means to an end – it’s a way to enjoy life and keep up with the latest trends. Others...
by Kim Hall | May 13, 2022 | Estate Planning, Financial Planning, Organizing Your Finances, Protecting Your Assets & Credit
Estate planning isn’t anyone’s idea of a good time – but it’s one of the most important steps you can take to make the transition easier for your loved ones after you’ve passed on. A big piece of estate planning that’s often overlooked is digital assets. Today, we’re...
by Kim Hall | Jan 26, 2022 | Decision Making, Financial Planning, Organizing Your Finances, risk, Tips for Saving
Click here to download our Complete Guide to Changing Careers in Your 50s. The recent Covid-19 pandemic has made a big impact on the working world. Whether you’re working from home, the office, or a hybrid of both, chances are you’ve felt the impact of some major...
by Kay Dee Cole | Oct 3, 2016 | Estate Planning, Financial Planning, News, Organizing Your Finances, Protecting Your Assets & Credit, Retirement, Uncategorized
The American Bar Association reports that one in 10 Americans over the age of 60 will experience some form of elder abuse. And according to the National Center on Elder Abuse (NCEA) only one in 45 cases is actually reported! Most people can’t imagine that...
by Kay Dee Cole | Sep 1, 2016 | Organizing Your Finances, Protecting Your Assets & Credit, risk
Did you know that identity theft occurs every 22 seconds? Identity thieves use a variety of ways to steal information – ask anyone that has been a victim and they will tell you it takes time, money and LOTS of patience to resolve. Not only can thieves wreak havoc with...
