Beata Dragovics, MPAS®, CFP®, CEP®

@FreedomTrailFin

Founder of Freedom Trail Financial, where I proudly provide wealth management solutions to biopharma professionals, individuals, and families across Boston.

Boston, MA
Vrijeme pridruživanja: svibanj 2014.

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  1. Prikvačeni tweet
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  2. Overwhelmed by the job hunt? Here are a few strategies to make the process more manageable.

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  3. Join us on February 26 for our webinar, "New Year, New Job: What to Consider,” where we’ll be covering an overview of the current compensation trends within the industry, along with key financial planning considerations before changing jobs.

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  4. Employee stock purchase plans (ESPPs) have become popular in the industry. Here, we give an overview of this latest benefit, and what to keep in mind.

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  5. proslijedio/la je Tweet
    28. sij

    The Boston/Cambridge economy of top-tier research universities, teaching hospitals, & large co's has made the MA cluster the best place in the world for the & . It is the

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  6. In the industry, stock grants and options are a key component of many employees' total compensation, and they're a major wealth-building opportunity. Here's an overview of these stock grants, their taxation, and which option is best for you:

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  7. Education about saving and investing in HSAs for retirement is important. A report from Devenir says those who invest their HSA accounts have an average total balance six times larger than those who don’t.

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  8. proslijedio/la je Tweet
    17. sij

    Learn how to maximize the value of new equity compensation grants, such as stock options, restricted stock, restricted stock units, or performance shares in our guest blog with :

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  9. In my latest guest blog feature for , I offer tips to help make the most of their equity compensation grants in the new year — from how the most common equity grants are taxed to the key benefits of each. Check it out here!

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  10. proslijedio/la je Tweet
    16. sij

    The beginning of a new year often comes with new equity compensation grants. To help you maximize the value of these benefits, reviews the basics for the most common equity grants, how they’re taxed & the potential benefits of each:

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  11. What is an 83(b) election? How does it work? And why should you file one? Here, we answer some FAQs about this topic — and the strategies that come with it.

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  12. 60% of workers who have an equity compensation plan intend to use the money to help fund , according to a recent survey — and they also want help from their employers to better understand their options.

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  13. The beginning of a new year — or in this year’s case, a new decade — is an appropriate time to pause and reflect with renewed positivity and hope on what the future may bring. Here are 5 tips on how to achieve your financial this year.

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  14. This year marked yet another series of interesting, exciting and occasionally puzzling stories coming out of the biopharma industry. Here are the top 10 headlines of the year.

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  15. FTF volunteered with Food for Free's Family Meals. The Family Meals program re-purposes prepared food into single-serving meals for people with limited access to kitchens. Learn more about the program and how you can help:

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  18. With Thanksgiving just around the corner, you’re probably acutely aware of all the reasons you should boost your personal gratitude quotient. Another big-time benefit? Feeling grateful can also make you richer.

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  19. proslijedio/la je Tweet
    2. lis 2019.

    Financial advisors: this is what we do:

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  20. The key to mining the unpublicized job market is networking. It’s only through networking that job seekers can hear word-of-mouth news of unadvertised vacancies.

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