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Anna Lui

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About Anna Lui

Anna is responsible for managing external firm communications and supporting growth initiatives. She has completed the six classes that comprise the CFP® professional education program through the College for Financial Planning. Learn more about Anna.

The ABCs of RSUs (Restricted Stock Units)

Do you work for an employer that granted you restricted stock units (RSUs)? This form of non-cash compensation has become increasingly popular among start-ups and Fortune 500 companies alike that are using RSUs to lure new hires and retain senior executives to create a culture of ownership. As employers continue to grant fewer stock options than in years past, the granting of RSUs is becoming more common.

2020-12-02T20:00:00+00:00Good to Know|

How COLA Can Affect Social Security Benefits

During 2020, an estimated 65 million people in the United States will receive over one trillion dollars in Social Security benefits, while the average retiree will get a monthly Social Security check of $1,514. That is a big financial help for many. Unfortunately, Social Security recipients are not seeing much of an increase in their checks these days. The Social Security Administration uses its official Cost Of Living Adjustment, or COLA, to determine how much these benefits increase each year

2020-11-11T18:30:45+00:00Good to Know|

Heading South for Winter

The weather is starting to get chilly and, for many, it’s that time of year to pack your bags and head south for the winter. With the pandemic as a new factor, there are a few things to consider on top of the usual checklist:

2020-10-09T20:17:44+00:00Good to Know|
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