Navigating the waters of Social Security can be confusing, but I’ve got some insights that retired couples should be aware of.It’s fantastic to know we can support each other even in retirement! Here are 4 key points every retired couple should understand about spousal benefits:✅No Need to Wait on Each Other!Usually, you’d think both partners […]
Tag: financialadvisor
Looking for a financial advisor specializing in helping business owners and individuals?
Damon Paull is a Houston, TX based financial advisor. As a Houston-based wealth management advisor, I specialize in collaborating with Business Owners & Human Resource teams to strategize the optimal investment portfolio and a comprehensive benefits package for you and your dedicated employees. I have a passion for supporting entrepreneurs and being their trusted partner as […]
SMALL BUSINESS OWNERS AND ROTH IRA FOR KIDS
ROTH IRA FOR KIDS Small business owners may find it challenging to find ways to provide additional benefits to their children who work for the company. One often overlooked choice is including a Roth individual retirement account (IRA) as part of their compensation, a strategy that offers the potential to benefit both the children and […]
Damon Paull update: 🎊You have stock options? YES! Now what should I do… 🤷♀️
🫶No need to panic and DM your math friend, we’ve got this together! Employers are using stock options (ESOP), restricted stock units (RSUs), and employee stock purchase plans (ESPPs) to attract top talent and boost retention. If you’re an employer and you’re not = HINT-HINT! 💡Stock options give you the right to buy company shares […]