Finding your lost money
By Jason Alderman
You may not know it, but millions of Americans are owed money from long-forgotten government payments, stock sales, bank accounts and other lost accounts. When the entities holding these funds can’t find the rightful recipients, they turn over the money to individual states, which hold it in escrow until claimed.
State treasuries and other [...]
The Ins and Outs of Employer-Granted Stock Options – Part II
by Jason Pryor
If you have access to employer-granted stock options, you may already understand that a stock option is the right to purchase a company’s stock in the future at a fixed price. And you also may know that in order to exercise an option, you must purchase shares of the company’s stock directly from [...]
The Ins and Outs of Employer-Granted Stock Options – Part I
by Jason Pryor
Many companies offer their employees benefit programs that include everything from medical insurance to a 401(k) retirement plan. But, if you belong to a select group of leaders in your company, you may also have another benefit that could prove to be extremely valuable. For the first time in your career, [...]
The 411 on prepaid cards
by Jason Alderman
According to Gail Cunningham, spokesperson for the National Foundation for Credit Counseling, we live in a credit-dominated society. “Without a checking or savings account,” she says, “it’s difficult to cash payroll, Social Security and unemployment checks; you need a credit or debit card to shop online, book a flight or rent a car; [...]
The top 10 reasons not to plan for retirement
A different kind of Top Ten list
You probably read or hear about some “Top Ten” list nearly every day. But take a moment to read this one. This list is different, and probably not the kind of list you’d expect a Financial Advisor to write.
Reason #10: “I’m too busy”
I can’t tell you how often I [...]














