Five Things Employee-Owners Need to Know About Their ESOP
Dive into five essential questions employee-owners should learn about their retirement benefits.
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Peter Newman, CFA
- Oct 12
- 6 min
How Does an Employee Stock Ownership Plan (ESOP) Work?
Diversification is the process of selling shares in your ESOP account and reinvesting the proceeds in another investment account.
Peter Newman, CFA
- Sep 28
- 4 min
Five Advantages to Working at an Employee-Owned Company
Higher job satisfaction and security are just two reasons why getting hired at an employee-owned company could be a good career move.
Peter Newman, CFA
- Aug 24
- 4 min
Federal Reserve Explained
The Federal Reserve provides the nation with a safer, more flexible, and more stable monetary and financial system.
Peter Newman, CFA
- May 25
- 3 min
Secure Your Future with Extended Care Insurance
Extended-care coverage is an important consideration for individuals who want to cover the costs associated with long-term care services.
Peter Newman, CFA
- May 18
- 4 min
Refine Your Insurance Strategy as an Empty Nester
Navigating insurances is essential to safeguard your financial well-being, ensuring access to healthcare, and fulfilling your legacy goals.
Peter Newman, CFA
- Apr 20
- 4 min
Insurance Review: New Child, New Driver, or New Home
Raising children can increase your insurance needs and heightens the urgency for being prepared.
Peter Newman, CFA
- Apr 13
- 6 min
Disability Insurance For Income Protection
Disability insurance replaces your income if you are unable to work or can’t perform your job duties with a corresponding income reduction.
Peter Newman, CFA
- Apr 6
- 3 min
Using Insurance to Transfer Risk
The uncertainties of life are wide ranging, and many of them can threaten the financial security of you and your family.
Peter Newman, CFA
- Mar 29
- 4 min
Protecting Your Cash and Investments in a Banking Crisis
Understand FDIC insurance and Treasury-only money market or bond fund options to help safeguard investments when a banking crisis threatens.
Peter Newman, CFA
- Mar 16
- 4 min
Tax-savvy Retirement Planning
Preparing for taxes well in advance can have a significant impact on how long your assets last in retirement.
Peter Newman, CFA
- Mar 9
- 3 min
Tax Credit or Deduction: Make the Tax Code Work for You
When you take the time to learn more about specific tax concepts, you may be able to put the tax code to work for you.
Peter Newman, CFA
- Mar 2
- 3 min
2023 Tax Tips - 5 Overlooked Tax Deductions
Americans regularly overpay on their taxes because they fail to take tax deductions for which they are eligible.
Peter Newman, CFA
- Feb 23
- 3 min
Find Forgotten Retirement Accounts
Discover if you’ve left money at a former employer’s retirement plan. The time spent could be well worth the effort.
Peter Newman, CFA
- Feb 16
- 3 min
Choices For 401k at Former Employer
Remember, don’t feel rushed into making a decision. You have time to consider your choices and may want to seek professional guidance.
Peter Newman, CFA
- Feb 9
- 4 min
SECURE 2.0 Reforms May Impact Your Retirement Plans
Each of your retirement assets play a specific role in your overall strategy, so it’s important to look at how your accounts work together.
Peter Newman, CFA
- Jan 1
- 4 min
Plug the Leaks in Your Expenses
In the spirit of National Mentoring Month, I created 4 guides to help your financial wellness. Begin by plugging the leaks in your expenses.
Peter Newman, CFA
- Dec 15, 2022
- 3 min
4 Questions to Ask Before Buying a Vacation Home
Have you ever dreamt of calling your favorite travel destination home? Before you purchase a vacation home, consider these 4 points.
Ron Egolf
- Dec 8, 2022
- 8 min
An Adventure Into RV Life
Guest author Ron Egolf is reaching for his retirement dream of touring all continental states with his recreational vehicle.
Layne Shottenkirk
- Dec 1, 2022
- 5 min
Pair These 12 Wines with Your Holiday
Guest author and Certified Sommelier Layne Shottenkirk shares 12 wines for any upcoming festivities and meals.
Peter Newman, CFA
- Nov 17, 2022
- 4 min
Marie Kondo your Carry On for Stress Free Travel
Travel stress doesn’t spark joy. These 6 strategies will help you survive your next getaway with only carry-on luggage.
Peter Newman, CFA
- Nov 10, 2022
- 3 min
Get Outdoors: Perks of National Parks
And what better place to take in nature than in one of over 400 national parks found within the United States?
Peter Newman, CFA
- Nov 3, 2022
- 4 min
Expand Your Vacation Bucket List
If travel for you is less about escaping life and more about living, expand your vacation destination bucket list with these 4 travel ideas.
Peter Newman, CFA
- Oct 27, 2022
- 4 min
How Large A Slice Is ESOP In Your Retirement Pie
How much income can you generate from your assets? As an employee owner, your ESOP plan could be a large segment of your retirement pie.
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