I’m a local financial advisor near Merck’s West Point campus and I’ve had the privilege of working with Merck professionals for 17 years, and in my opinion one of the…
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If you’ve ever thought about working with a financial professional but hesitated, you’re not alone. Here’s what most people are really thinking when they start looking for help—and why those…
Many Americans aspire to leave a financial legacy. According to a recent survey by Empower, 40% of Americans say leaving an inheritance for their children is part of having a happy…
After-tax 401(k) contributions are a lesser-known retirement savings strategy that can significantly boost your nest egg. Here’s what you need to know: Max contribution to your 401(k) for 2024 =…
Every four years, the United States elects a president, and like clockwork, the stock market becomes a headline topic. Will the market rise or fall with the new administration? Will…
RSUs are a topic my clients and I typically discuss every year when they vest or when they’re thinking of changing companies. They seem simple since they’re automatically granted and…
Thinking about Retirement? I’ve had the privilege of working with Merck employees for 17 years, and one of the best benefits Merck offers is the Pension plan. How Does the…
As parents grow older, adult children often find themselves stepping into new roles, offering support for everything from daily activities to major financial decisions. One of the most complex and…