The 20/20/60 Rule
May 17, 2021
The 10/20/70 rule is a well-established savings rule. Income should be allocated among three categories: 10% for savings...
Goal Setting
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
May 3, 2021
The 10/20/70 rule is the golden rule to start building wealth. This strategy taken from the book Richest Man in Babylon by George...
Insurance Shift
April 29, 2021
Insurance protects you in the event that something goes wrong. Life and disability insurance are important when you are...
Insurance to Protect
April 19, 2021
Insurance is an important tool that can offer peace of mind over the financial security of you and your loved ones. If you are just...
Build a Plan so Work Is Optional
April 8, 2021
Retiring does not happen overnight. When you are thinking about retirement, chances are that you can’t just book a one-way ticket to...
What Going Public Could Mean for Your Company Stock
March 30, 2021
No one knows, to put it simply. Owning pre-public company stock is always a crapshoot. Depending on how early you joined, you may...
Why a 401(k) Rollover?
March 22, 2021
So you’ve left your job, either for a new one, or for retirement. What do you do with your previous employer’s 401(k) plan? Cashing it...
What to Do With Your Windfall
March 18, 2021
Stock options, inheritance, selling your business, or simple luck may all give you reasons to ball out. You can do whatever you...
Tax Considerations of Your Stock Plan
March 11, 2021
The type of equity compensation you receive from your company will count as taxable income sooner or later. Here, we outlay...
Understanding Your Stock Plan
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...
Why Financial Planning Matters Before and After Your Company’s IPO
March 5, 2021
Working for a company that goes public is a critical moment for both you and your finances. Timing is very important as it...