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Thought leadership series
Do NOT do this if you’re expecting a year-end bonus.
I love Christmas movies. Elf. It’s a Wonderful Life. And of course… Christmas Vacation. But every year, I get anxious watching Clark Griswold dream about how big his bonus will be and starting to spend it before it ever shows up. So if you’re expecting a nice lump-sum bonus this holiday season, here are a few things not to do: 👉 Don’t count your chickens before they hatch Translation: don’t spend the bonus before the money actually hits your account. 👉 Don’t make promises to the family yet Wait until you know what the net amount is after taxes. 👉 Don’t miss the chance to save or invest part of it Year-end bonuses are often a great way to: • Max out a 401(k) • Fund other tax-advantaged accounts • Rebalance toward long-term goals Enjoy some of that hard-earned bonus. You’ve earned it. Just remember, it’s part of your overall compensation…and smart planning still applies. And if you’re unsure how to allocate a bonus, or how that amount should be factored into your overall financial plan, be sure to talk with your trusted advisor. We love having these conversations with our clients every year. Don’t be a Clark. #YearEndBonus #FinancialPlanning #SmartMoneyMoves #ChristmasVacation #WealthPlanning #TaxPlanning #HighEarner #ExecutiveComp #HNW
Thinking about selling a business? The amount you can bank on might surprise you.
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Thinking about selling a business? The amount you can bank on might surprise you.
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