Sue Schaeffer

Can securities-backed lending solve your cash dilemma?

December 15, 2022

When inflation is high, you may not want to keep too much money in cash. If you find you still need cash, your portfolio may be able to help, via SBL.

Tax planning for restricted stock units (RSUs)

December 15, 2022

Restricted stock units (RSUs) are an increasingly common form of bonus compensation. But many recipients don’t understand how they’re taxed.

Happy Mother’s Day from QPW

April 28, 2022

Sue Mazzetti celebrates Mother’s Day by sharing three ways women can organize and simplify their finances, with the goal of feeling more financially empowered.