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    Is There A Difference Between Restricted Stock and RSUs?
    Malissa Marshall, CFP®, EA
    • Feb 11, 2021
    • 5 min

    Is There A Difference Between Restricted Stock and RSUs?

    Those who receive equity compensation are likely familiar with restricted stock or restricted stock units (RSUs). What's the difference?
    48 views
    How To Build A Strong Estate Plan
    Malissa Marshall, CFP®, EA
    • Jan 25, 2021
    • 6 min

    How To Build A Strong Estate Plan

    Estate planning can present many challenges. When done right, it ensures your wishes are followed and your loved ones are cared for.
    44 views
    Top Tax Strategies To Make The Most of Your Charitable Gifts
    Malissa Marshall, CFP®, EA
    • Oct 20, 2020
    • 5 min

    Top Tax Strategies To Make The Most of Your Charitable Gifts

    Tax planning and charitable giving go hand in hand. Here are fundamental steps to maximize your giving strategy.
    69 views
    What You Need To Know About Your Corporate Equity Benefits
    Malissa Marshall, CFP®, EA
    • Sep 29, 2020
    • 6 min

    What You Need To Know About Your Corporate Equity Benefits

    Corporate equity benefits can add value to your finances. Learn to create a plan to maximize your compensation and minimize your tax bill.
    71 views

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