Thoughtful Human Guidance in an Emerging AI World
AI is transforming how we work, analyze data, and make decisions. But when it comes to financial planning - context and human judgment still matter.
Read the latest edition of Capital Clarity to explore where AI can help and where trusted advice remains essential!
High-Income 401(k) Participants: Pay Attention!
If you’re a high-income earner, you may have already seen a message from American Express or the 401(k)-plan administrator (Principal) about an important change that has taken effect. Follow along to learn more!
Forecasts vs. Fundamentals
We are being bombarded with predictions, especially at this time of year. Check out what you should consider upon reading them!
Who Inherits Your 401(k)? What You Need to Know About Beneficiaries
Your 401(k) is one of your most valuable assets, but is it protected the way you think?
This month’s newsletter breaks down how to:
✅ Review and update your beneficiary designations
✅ Understand spousal rights and tax implications
✅ Keep your estate plan aligned with your 401(k)
The Amex Stock Dilemma
American Express is obviously a very well-regarded company, so owning their stock should be a good thing. Read why too much of a good thing could pose risks to you.
If You Own Amex Stock in Your 401(k), You Should Learn About NUA
This edition will uncover a tax saving strategy for those who own Amex shares in the RSP. Your colleagues are probably unaware of it.
You’ve Been Saving for Decades, Now What?
The shift from saving to spending can feel overwhelming. Whether retirement is near or years away, understanding decumulation is essential.
Read the latest edition of our newsletter to learn how to navigate this critical phase with confidence!
How Amex Employees Should Prepare for Taking Social Security
Social Security decisions aren't one-size-fits-all. Amex employees, don’t miss our latest issue!
A Closer Look at Executive Compensation: What It Is and Why It Matters
In the third edition of Capital Clarity, I take a deep dive into executive compensation at American Express. I breakdown key components like AIA and LTIA, outline their tax implications, and share how to make the most of these forms of executive pay.
Should You Leave Your Amex RSP at the Company or Roll It Over?
In the second edition of Capital Clarity, I tackle a crucial (and often overlooked) financial decision Amex professionals face. I break down rollover options, discuss implications and what the right choice looks like for you.
Maximizing The RSP: Quick Tips for American Express Executives
Check out the first blog of Capital Clarity: Financial Insights and Retirement Guidance for Amex Professionals Who Lead with Purpose!