A market downturn in the first few years of retirement does more damage than the same downturn later — because you're selling shares to fund expenses while the
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If you can't simply sell your mining company stock — because of insider trading rules, a large capital gains bill, or a committed 10b5-1 plan — there are other
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When a mining company gets acquired, change-in-control payments can trigger a 20% federal excise tax on top of ordinary income tax. Here's how Section 280G
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Trump Accounts have been in headlines for months. Few of those headlines explain them the same way.
Depending on the article, they sound like a college fund, a
A private nursing home room in Colorado now costs more than $110,000 per year. Most families don't start planning for long-term care until they're already in a
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RSUs, stock options, and performance share units all behave differently when you leave. The details are in your award agreements — not the plan summary. Here's
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Retirement used to mean a short, quiet final chapter. For many people today, it's something else entirely.
For much of the last century, retirement followed a
Most mining executives set up a 10b5-1 trading plan years ago. The SEC's 2023 amendments changed the rules significantly. Here's what to check before your next
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Many business owners spend decades building something that works. The team. The reputation. The customers who keep coming back.
Then comes a quieter assumption
Nearly half of investors check their portfolio at least once a day.1
Many of them aren't reviewing anything.
They're refreshing a number. Watching it move
Retiring from a mining or energy company in 2026? Learn how rising interest rates shrink your pension lump sum and how to choose between a lump sum and an
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Is your financial plan still on track for 2026? Learn the 7 mid-year financial moves Colorado families must make regarding 401(k)s, taxes, and investments
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