Homeowner's Insurance Shift
October 23, 2024
Insurance protects you in the event that something goes wrong. Fire insurance is changing for CA homeowners.
The 20/20/60 Rule
Updated November 4, 2024
Originally posted May 17, 2021
Implementing a savings rule to your budgeting can help you optimize your finances in the long run. Our role as financial advocates and partners is to help clients find which rules and plans work best with their personal finances and goals. We’ll teach you about the 20/20/60 savings rule and why it could work for you.
Goal Setting
Updated November 13, 2024
Originally posted May 6, 2021
A financial plan shows you how to get what you want and when, but how do you get to know what you want? Setting financial goals...
How to Spend and Save: The 10/20/70 Rule
Updated November 25, 2024
Originally posted May 3, 2021
The 10/20/70 rule, a cornerstone of personal finance, offers a straightforward approach to managing income and building wealth. Popularized by George S. Clason's "Richest Man in Babylon," this time-tested strategy remains relevant in today's complex financial landscape.
Insurance: A Shield for Your Future
Updated November 25, 2024
Originally posted April 19, 2021
Insurance is a vital tool that can provide peace of mind and financial security for you and your loved ones. As you build wealth, it becomes increasingly important to protect your assets and income. Let's explore some key insurance policies to consider:
Build a Plan so Work Is Optional
Updated November 25, 2024
Originally posted April 8, 2021
Retirement isn't a one-size-fits-all event. It's a journey that requires careful planning and preparation. Whether you dream of a leisurely lifestyle or a second career, the key to a successful retirement is to make work optional.
What Going Public Could Mean for Your Company Stock
Updated November 19, 2024
Originally posted March 30, 2021
An Initial Public Offering (IPO) can be a significant event for employees of a pre-public company. While it's a milestone for the company, the impact on individual employees' wealth can be complex and uncertain.
Why a 401(k) Rollover?
Updated November 19, 2024
Originally posted March 22, 2021
So, you've left your job, whether it's for a new one or retirement. Now, what do you do with your old 401(k) plan?
Navigating A Windfall
Updated November 25, 2024
Originally posted March 18, 2021
Suddenly finding yourself with a significant sum of money, whether through inheritance, a business sale, a legal settlement, or pure luck, can be both exciting and overwhelming. It's a life-changing event that demands careful consideration and a well-thought-out plan.
Tax Considerations of Your Stock Plan
Updated November 19, 2024
Originally posted March 11, 2021
Equity compensation can be a powerful tool for employee retention and wealth building. However, understanding the tax implications of different types of equity compensation is crucial. Let's delve into the tax consequences of Restricted Stock Units (RSUs), Stock Options, and Employee Stock Purchase Plans (ESPPs).
Understanding Your Stock Plan
Updated November 13, 2024
Originally posted March 8, 2021
As part of your equity compensation, a company may offer different plans. Here, we break down each type of plan and their rules...
Navigating the IPO Landscape
Updated November 25, 2024
Originally posted March 5, 2021
Going public is a significant milestone for a company, and it can also be a pivotal moment for its employees. With the potential for substantial financial gains, it's crucial to understand the implications and plan accordingly.