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Employer sponsored benefits

Financial planning

Benefit elections 2026: Choose wisely during workplace open enrollment

September 18, 2025 Doug Post, CFP®

Open enrollment is your annual opportunity to update workplace benefits. Learn how to compare plans, maximize tax savings, and avoid common mistakes with our quick guide to 2026 decisions.

Financial planning

Financial Planning for a Great Resignation

Article April 18, 2022 Cara Miller, CFP®

Planning to change jobs? Check out these essential steps to take before turning in your resignation, from managing your 401(k) to navigating insurance options and company stock benefits.

Financial planning

RSUs or Stock Options: Which is Better?

Article August 12, 2021 Rob Greenman, CFP®

When faced with the choice, should you go for the stability of RSUs or the potential rewards of stock options? It depends.

Investing

Answers to Your Top Open Enrollment Questions

Article October 28, 2019 Rob Greenman, CFP®

It’s that time again—open enrollment. Faced with a bevy of choices, how do you know what’s best for you and your family? Our top open enrollment Q&As can help guide […]

Financial planning

Are You Maximizing Your 401k Plan?

Article January 23, 2019 Rob Greenman, CFP®

Contributing the full allowable amount and leveraging an employer match are time-tested ways to grow your 401k. But there are a few more strategies you can employ to supercharge your […]

Financial planning

Is A Deferred Compensation Plan For You?

Article November 8, 2018 Rob Greenman, CFP®

As an executive or high earner, you may have the option to participate in a deferred compensation plan through your employer. Here’s what to consider when deciding if deferring is […]

Financial planning

Deferred Compensation—Is It for You?

Article October 10, 2017 Vista Capital Partners

As an executive or high earner, you may have the option to participate in a deferred compensation plan through your employer. Here are the 5 critical questions to consider when […]

Investing

Fidelity Sued By Its Employees Over Own 401(k) Plan

Article September 26, 2013 Dougal Williams, CFA

A lawsuit brought against 401(k) plan giant Fidelity by its own employees underscores—yet again—the importance of minimizing investment costs.

Investing

Employee Stock Purchase Plans (ESPP)

Article April 25, 2012 Vista Capital Partners

Q: What’s your take on Employee Stock Purchase Plans? I have an opportunity to participate in my company’s ESPP, but don’t quite know the details of how they […]


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