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)

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.

This edition will uncover a tax saving strategy for those who own Amex shares in the RSP. Your colleagues are probably unaware of it.

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!

Social Security decisions aren't one-size-fits-all. Amex employees, don’t miss our latest issue!

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.

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.

Check out the first blog of Capital Clarity: Financial Insights and Retirement Guidance for Amex Professionals Who Lead with Purpose!