Investing in a 401(k) is often very easy. But what happens when you want to save money outside a 401(k)? What do you do? Where do you start? …
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financial planning
9 Financial Planning Steps to Take in Your 30s
A good friend of mine once told me that financial planning in your 30s is just like financial planning in your 20s, except …
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Cash vs. Cashless Exercise – The Employee Stock Option Conundrum
When you exercise your employee stock options, you’ll likely do one of the following: A cash exercise, or A cashless exercise Knowing your options is easy. Evaluating whether to employ a cash vs. cashless exercise of your employee stock options can be difficult. Not only can the math …
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Check Me Out on TheStreet.com
I’m excited to be quoted on TheStreet.com discussing why the 4% "safe" withdrawal rule in retirement may be too simple. Check out the article by clicking here …
Who’s Going to Retire First? You or Your Financial Advisor?
I love this question! I also love seeing a light bulb go off in people’s heads when I ask them this same question. Financial advisors, as a community, are responsible for helping people retire securely and comfortably. We spend time asking the right questions and providing sound advice in the …
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