The truth is that planning to exit your current job or company is stressful – regardless of the circumstances. Yet, the tech world has been destabilized as of late. We’re seeing: Many tech employees are now facing the harsh realities of being laid off or
Are you nearing retirement and want to get a better understanding of whether you are financially ready? Let’s talk about a process for figuring that out. Know Your (Net) Worth Start by looking at your Net Worth sheet. Think about all of your assets –
When you think of taxes, what comes to mind? It’s probably a once-per-year scramble to get all of your paperwork to submit to the IRS. But taxes are so much more than a one-time thing. Tax planning can change the balance and strategy of your
Happy 2023! The first quarter of the year is an excellent time to slow down and reconnect or reevaluate your financial goals. The whirlwind of the holidays has slowed, and the initial rush of resolutions and new year busyness has reached a more manageable pace
Do you have an abundance mindset when it comes to your financial life? Having an abundance mindset means that, in general, you believe that: At the end of the year, when so many people are focusing on tax strategy, holiday travel (and associated spending), and
All investments fluctuate over time, whether you invest in stocks, bonds, commodities, mutual funds, or ETFs. Usually, the changes are small from day to day. But sometimes, these fluctuations are quite significant, especially when we look at them for a certain month or year. Your
Personal financial planning isn’t just about math and spreadsheets. Understanding your own financial psychology can help you manage money behaviors and bring you even greater satisfaction. What is Financial Psychology? Psychology is the study of mind and behavior. It encompasses everything from how your brain
The market has yo-yo’d significantly over the past two years throughout the pandemic. Now that the country has largely recovered, it may feel like we’re “out of the woods”. Still, it feels as though the investment landscape is tough-to-predict – and that’s putting it lightly.
When you think about the compensation you receive from your employer, your salary is probably the first thing that comes to mind. But your employee benefits can often make up a substantial amount of the value that you receive, especially if you work in tech.
An estate plan should be a part of every complete financial strategy. Without one, you will leave your family, often with the “help” of the court system, to sort out your affairs when you pass. It could be stressful, time-consuming, and in many cases, public.