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Caitlin John
  • Home
  • About Us
  • Uniquely Caitlin John
    • Maximization Your Net Retirement Income
    • The Benefits of Smarter Investing
    • 1031 Exchanges, DSTs & QOZs
    • A Smarter Way 401(k)
    • The Fiduciary Difference
    • Pre-Planning Needs Analysis
  • Additional Services
    • Business Strategies
    • Hybrid vs. Traditional Annuities
    • Hybrid vs. Traditional Life Insurance
    • Individual & Family Strategies
    • Portfolio Blueprinting
    • My Risk IQ
  • Resources
    • Insights
    • Videos
  • Contact Us
  • Advisor Login
  • Home
  • About Us
  • Uniquely Caitlin John
    • Maximization Your Net Retirement Income
    • The Benefits of Smarter Investing
    • 1031 Exchanges, DSTs & QOZs
    • A Smarter Way 401(k)
    • The Fiduciary Difference
    • Pre-Planning Needs Analysis
  • Additional Services
    • Business Strategies
    • Hybrid vs. Traditional Annuities
    • Hybrid vs. Traditional Life Insurance
    • Individual & Family Strategies
    • Portfolio Blueprinting
    • My Risk IQ
  • Resources
    • Insights
    • Videos
  • Contact Us
  • Advisor Login
The Taxation of Restricted Stock Units

The Taxation of Restricted Stock Units

by jacobburkhart | Sep 30, 2021 | Unordered Content: Blog Posts

What employees need to know. Is your employer giving you restricted stock units (RSUs)? Here are some details about RSUs, which differ from stock options in both their nature and taxation. Remember that this article is for illustrative purposes only and not a...
Health Care Costs Are Cutting into Retirement Preparations

Health Care Costs Are Cutting into Retirement Preparations

by jacobburkhart | Sep 30, 2021 | Unordered Content: Blog Posts

This is happening in subtle and not-so-subtle ways. You may have seen this statistic before or one resembling it: the average 65-year-old retiring couple can now expect to pay more than $250,000 in health care expenses during the rest of their lives. In fact, Fidelity...
6 Steps to Planning Your Happy Retirement

6 Steps to Planning Your Happy Retirement

by jacobburkhart | Sep 20, 2021 | Unordered Content: Blog Posts

Retirement can seem distant and abstract, especially if you haven’t critically thought about it. But it is by adopting the right strategy early enough that we can ensure the comfort of our aging days. It is not that difficult to prepare well for retirement, as long as...
How to protect yourself from Identity theft?

How to protect yourself from Identity theft?

by jacobburkhart | Sep 20, 2021 | Unordered Content: Newsletters

Whether it is rummaging through mailboxes or trash cans to retrieve administrative documents and bank statements, or collecting passwords via the internet, crooks will stop at nothing to collect personal data from individuals. Very often, they use this information to...
Key Factors You Should Consider Before Buying an Electric Car

Key Factors You Should Consider Before Buying an Electric Car

by jacobburkhart | Sep 16, 2021 | Unordered Content: Newsletters

Have you decided to ditch your diesel or gasoline car for an electric equivalent? If so, beyond the usual pitfalls associated with buying a new car, you should also consider several key factors when purchasing an electric vehicle. Maybe you are concerned about the...
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