Determining the right investment plan for you usually comes at the end of your financial planning process. After an extensive review of your current situation, assets, debt, income, and future goals, the final step is to select the correct mix of investments. This is your asset allocation, and it is designed to keep your plan […]
Read More… from Keeping Your Balance: Lowering Volatility and Managing Risk
Working at a startup is rewarding for many reasons – building something from scratch, collaborating with colleagues to turn an idea into reality, and potentially changing an industry or a market for the better. If you own company stock, the initial public offering (IPO) is the chance to monetize all your hard work. But understanding […]
Note: We are not paid or compensated in any way to promote services or products. Our blogs are intended to be helpful for for readers to make the best decisions for them. Many young families are interested in real estate investment as an additional source of passive income. While this sounds exciting, you should educate yourself […]
Read More… from Investing in Real Estate? First do your research, then consider your goal.
If you’re reading this, you’ve probably already explored a few passive income strategies to live the life of your dreams…or to just bring in extra cash. Either way, having another source of income can help during the good times and the bad. An added layer of security is generally a good thing! Your financial goals will […]
Read More… from Achieving Financial Independence with Passive Income: A Quick How-to Guide
I am taking a closer look at how Incentive Stock Options (ISOs) work as part of my ongoing equity compensation series. The types of equity compensation we typically see are ISOs, Restricted Stock Units (RSUs) and Non-Qualified Stock Options (NQOs). In January, I gave an overview of these three equity compensation methods, and in my […]
Read More… from Incentive Stock Options: How do these fit into my financial plan?
Equity compensation is becoming more and more prevalent in today’s business marketplace, and in my most recent blog post, I gave an overview of some of its common forms including RSUs, ISOs and NQOs. In today’s post we’ll talk in more detail about Restricted Stock Units. RSUs give employees interest in company stock but have […]
Read More… from So you were granted Restricted Stock Units, now what?
We are nearing the end of the first quarter of 2016, which means March Madness! How are your brackets holding up this tournament season? I would like to say that I’m an informed player this year, but my brackets tell another story. As much as I’d like to, I’m not watching ESPN or talking about the […]
