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529 to Roth IRA Conversions: Everything to Know About the SECURE 2.0 ACT

529 to Roth IRA Conversions: Everything to Know About the SECURE 2.0 ACT

by Kim Hall | Dec 6, 2023 | Financial Planning, Organizing Your Finances

When it comes to investing, there’s a plethora of technical jargon standing in the way of your money management – what’s a fiduciary? How does a bond work? When would early withdrawal from your IRA make sense? Fortunately, there are also financial guides (AKA...
Equity Compensation at NuScale: RSUs and NQSOs

Equity Compensation at NuScale: RSUs and NQSOs

by Kim Hall | 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...
There Are Four Different Money Scripts – Which One Are You?

There Are Four Different Money Scripts – Which One Are You?

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...
Estate Planning 101: Making Sense of Digital Assets

Estate Planning 101: Making Sense of Digital Assets

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...
10 Survival Tips for Changing Careers

10 Survival Tips for Changing Careers

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...
Recognizing and Preventing Financial Elderly Abuse

Recognizing and Preventing Financial Elderly Abuse

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...
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