If you are a U.S. resident, regardless of where you were born or where you reside and you have some type of foreign account, you might need to file an FBAR (Foreign Bank and Financial Accounts Reporting), as part of your tax filing process. In this post, I’ll discuss the top 5 things you need to know […]
How to file taxes the first year as an immigrant or non-US citizen is daunting. Not only are you dealing with a new culture and a new financial system, but you are also dealing with a new tax system. In this post, I walk you through some of the high-level things you need to keep in mind […]
Let’s say you have a kid who will likely attend college in 10 or more years, and you have enough to start saving money toward her education. I call this an “ideal” situation because, personally, when my kids were that age, my income wasn’t high enough to set aside any realistic amounts after covering expenses. […]
Do you work for the Pennsylvania State System of Higher Education (PASSHE)? Get the resources you need and expert insights from financial professionals who specialize in helping PASSHE faculty and staff make the most of their compensation package and benefits. Whether you’re a new PASSHE faculty or staff member at a campus around the state, […]
Do you work for the University of North Carolina System? Get the resources you need and expert insights from financial professionals who specialize in helping UNC faculty, staff, and physicians make the most of their compensation package and benefits. Whether you’re a new University of North Carolina faculty or staff member, a physician affiliated with […]
Do you work at Chevron? Get the resources you need and expert insights from financial professionals who specialize in helping Chevron employees make the most of their compensation package and benefits. Whether you’re a new Chevron employee or you’ve moved up the ranks into a management or executive leadership role over a multi-year career, it’s […]
Do you work at Sherwin Williams? Get the resources you need and expert insights from financial professionals who specialize in helping Sherwin Williams employees make the most of their compensation package and benefits. Whether you’re a new Sherwin Williams employee or you’ve moved up the ranks into a management or executive leadership role over a […]
Do you work at Prisma Health? Get the resources you need and expert insights from financial professionals who specialize in helping Prisma Health employees make the most of their compensation package and benefits. Whether you’re a new Prisma Health employee or you’ve moved up the ranks into a management or executive leadership role over a […]
Do you work at WEC Energy Group? Get the resources you need and expert insights from financial professionals who specialize in helping WEC Energy Group employees make the most of their compensation package and benefits. Whether you’re a new WEC Energy Group employee or you’ve moved up the ranks into a management or executive leadership […]