When it comes to RSUs, most people default to one of these paths without giving it much thought: 1. Hold the shares and wait for a price target that exists…
Jim McGowanApril 16, 2026
Making the Most of your Merck 401(k): How the Spillover Election and Automatic Roth Conversion Work Together By Jim McGowan, CFPยฎ For Merck employees, understanding the details of your 401(k)…
Jim McGowanOctober 21, 2025
When most people hear โretirement planning,โ they think about one thingโsaving enough. But real retirement planning is so much more than setting a number. Itโs about aligning your finances with…
Jim McGowanJune 23, 2025
Backdoor Roth Contributions โ How To Do Them Right By Jim McGowan, CFPยฎ| Apollon Financial Roth IRAs are a smart way to build tax-free retirement income. But if your income…
Jim McGowanJune 3, 2025