Here are your Articles for April 8, 2026.
Leaving Your Job? How to Handle Company Stock in Your 401(k)

People who leave their jobs are typically advised to roll over their employer-sponsored qualified retirement plan account balances into an IRA. But if an account includes appreciated stock of the individual's former company, placing those shares in a taxable brokerage account could yield a better tax result. We explain why.

Time Clocks Play More than a Policing Role

Thousands of dollars could be wasted at your company if you still track work hours manually. But there might be a way to save money and a lot of time. Some people object to time clocks because they think they are impersonal, but the benefits to your business may be too much to pass up. Here are the details.

Your Investment Strategy: Active vs. Passive

Both active and passive investment strategies have supporters and critics, but many experts advocate combining both approaches in a diversified portfolio. This article defines each strategy, highlights their advantages and disadvantages and explains how to combine them given individual goals.

Festive Gatherings Provide a Perfect Portrait of Family Finances

Family gatherings have been fodder for many a dramatic scene in movies and on TV. Hopefully yours lean more toward the fun than the frenetic. Next time you're celebrating, look around the room and think about the financial challenges and goals of everyone in attendance. As this article explains, doing so can be a helpful exercise in seeing the big picture of family finances.


Click for more info

Our firm provides the information in this e-newsletter for general guidance only, and does not constitute the provision of legal advice, tax advice, accounting services, investment advice, or professional consulting of any kind. The information provided herein should not be used as a substitute for consultation with professional tax, accounting, legal, or other competent advisers. Before making any decision or taking any action, you should consult a professional adviser who has been provided with all pertinent facts relevant to your particular situation. Tax articles in this e-newsletter are not intended to be used, and cannot be used by any taxpayer, for the purpose of avoiding accuracy-related penalties that may be imposed on the taxpayer. The information is provided "as is," with no assurance or guarantee of completeness, accuracy, or timeliness of the information, and without warranty of any kind, express or implied, including but not limited to warranties of performance, merchantability, and fitness for a particular purpose.




   

Berea, KY, Tampa, FL, Williston, FL, Bradenton, FL, London, KY