Browse recent articles or search for a specific topic.
6 Financial Strategies For Couples Having Their First Child
I recently spoke with a married couple who hadn’t considered their finances or their joint goals for the many years they’d been together. They made plenty of money, received company stock, and were able to consistently maximize retirement plan contributions so they felt like that was enough. It wasn’t until they had their first kid that they realized they may need to take a second look at how they’ve been operating. Having a baby can change a lot financially. Here are six money moves to consider when having your first child.
How To Recognize Bubbles And Stay On Track Financially When They Burst
Philosopher George Santayana purportedly said, “Those who cannot remember the past are condemned to repeat it.” While this quote resonates with me in many areas of life, it reminds me most of human behavior in times of economic bubbles. This is a discussion of economic bubbles, what you can learn from their history, and how you can stay on track financially during a bubble burst.
How To Manage Risk Exposure And Taxes In Concentrated Stock Portfolios
This is a discussion of some options for reducing risk and unwinding a concentrated stock position that has increased significantly.
How To Set Yourself Up For Financial Success In Your 20s
In your 20s, you may be getting out on your own for the first time, securing your first grown-up job, dealing with your fair share of heartbreak, paying your own bills, and discovering new things about yourself. Your 20s are also the best time to start good habits to set yourself up for future financial success. To that end, here are nine things everyone in their 20s should be doing to set themselves up financially.
How To Choose A Business Structure That Fits Your Financial Priorities
Sixty-six percent of millennials want to start a business, according to a recent study from Bentley University. If you’ve gone through the work of creating a business plan, doing market research, and you’re looking to grow or secure funding, the structure of your business is a critical consideration. This is a discussion of some different business structures, risks and costs involved, and specific advantages of each structure.
MY BOOK
I seek to make personal financial planning less scary.
This book provides a simple guide for working through life's biggest financial questions facing couples in their 20s, 30s, and early 40s today. It starts with goals-based planning around topics including retirement planning, education planning, and major purchase planning. It then walks through some basics of investment management, options for how to invest, behavioral finance, and pitfalls to avoid. Lastly, it discusses risk management and insurance.
If you are not sure where to start, this book may provide some clarity.