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One big change ESOP participants face is how taxes are handled—without planning, this can lead to costly financial surprises.

Should your child have Power of Attorney? Here are 5 reasons why they may not be the best choice & what alternatives to consider.

Understand the 4 types of Power of Attorney (POA) and how to choose the right agent to protect your financial and medical decisions.

An annual risk review safeguards your wealth and lifestyle. Protect what you’ve worked hard for from unexpected surprises.

Illinois families can access free FAFSA help from ISAC and the Federal Student Aid Office to secure financial aid for college.

Discover how to turn your ESOP into a reliable retirement income with diversification and distribution strategies.

You can sell your shares back to the company during your employment years, called diversification in ESOP terms. What are the pros and cons?

Learn key steps to successful retirement planning from Peter Newman of Peak Wealth Planning in his interview on Parksite’s Podcast 71.

Inheriting an IRA? Learn how income taxes and new rules could impact your inheritance and reduce your IRA withdrawals.

Explore parents' philosophies on gifting money to adult children, from lifestyle support to major life events and family experiences.

Timing is critical with life insurance. Factors like age and major life events can affect your insurability.

Proper management of financial and legal documents can prevent unnecessary headaches and ensure that you're always prepared for the future.

Consider what portion of your retirement income will come from the ESOP and whether your sources of income are sufficiently diversified.

Discover how ESOP companies can boost job satisfaction, security, and retention with personalized financial wellness training.

Uncover the art of ESOP diversification and distribution strategies, vital for a secure retirement.

Discover key retirement insights with Peter Newman in Part 1 of 3 on The EsOp Podcast.

Stay ahead in 2024 with our Tax Planning Guide! Discover IRS changes in brackets, deductions, and more for a tax-efficient year.

Dive into five essential questions employee-owners should learn about their retirement benefits.

Diversification is the process of selling shares in your ESOP account and reinvesting the proceeds in another investment account.

Higher job satisfaction and security are just two reasons why getting hired at an employee-owned company could be a good career move.

The Federal Reserve provides the nation with a safer, more flexible, and more stable monetary and financial system.

Extended-care coverage is an important consideration for individuals who want to cover the costs associated with long-term care services.

Navigating insurances is essential to safeguard your financial well-being, ensuring access to healthcare, and fulfilling your legacy goals.

Raising children can increase your insurance needs and heightens the urgency for being prepared.