It’s not about how much money you have to pass on to your kids – it’s about education and conversation from a young age. We know that parents in their 30s and 40s lead busy lives. Just as it’s important to have money conversations with each other, teaching your children about money can help them […]
Category: investments
Women’s History Month: A Celebration of Women’s Financial Milestones
Women’s History Month is celebrated globally in March. It started over 100 years ago as a labor movement when women workers in the needle trades began to demand fair wages and workplace limits and protections. Women did not have the right to vote, so to effect change and call attention to the cause, they organized […]
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Using Restricted Stock Units to Buy a Home
It’s 2022 and you’ve just accepted a new job offer (yay!). Along with your base salary, you’ve also been offered equity in the new company in the form of Restricted Stock Units or RSUs. You’re excited to start and sort through all the benefits, but you really don’t know the first thing about RSUs. Equity […]
Market Volatility is Rearing its Head. What to Do? Stay the Course.
It’s no secret that the past two years have been an interesting time to be investing in the market. It’s also no secret that the past 12 years have been Among the best years for investors to be consistently in the markets. The S&P 500 hit a bottom on March 9, 2009, at the depth […]
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Investing in Real Estate? First do your research, then consider your goal.
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 […]
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Achieving Financial Independence with Passive Income: A Quick How-to Guide
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 […]
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Investing in your 20’s
I was recently talking to a friend about investing early and planning for the future. I realized that although many people are aware that starting early is better for compound returns and that time is valuable, they are hesitant to make that first attempt at investing. A survey by Ally Financial shows that 61% of […]
You are on track to reach your goals, but are you optimized?
This month we are starting discussions with our clients for 2022 planning. Part of this discussion is optimizing for this year. Many are on track to achieve their financial goals. Heading into the last quarter of the year, we want to review the details of their plan to support these goals. Here are a […]
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What to Watch for If You’ve Got Non-Qualified Stock Options
I’ve spent the start of 2021 taking a close look at how equity compensation works, and how it can work better, for those who have the option. The rules, benefits and tax implications around the many types of equity compensation can be complicated, and it pays to understand how your own personal financial situation and […]
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Incentive Stock Options: How do these fit into my financial plan?
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 […]
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