Financial Planning for Widows: Planning Your Next Chapter
Losing a spouse is undoubtedly one of life’s most challenging transitions. As you navigate this journey’s emotional and personal aspects, addressing the financial considerations that come with such a significant life change is crucial. In our recent series on financial and planning considerations for those who are newly widowed, we have covered what it’s like […]
Can I Retire Early?
Are you nearing retirement and want to better understand whether you are financially ready? It’s a crucial question, especially if you want to retire earlier than the “standard” full retirement age of between 62-70. Understanding where you stand financially is the first step toward crafting a retirement that aligns with your dreams, regardless of when […]
Navigating the U.S. Debt Ceiling – A Prudent Approach Amidst Uncertainty
As you may be aware, the U.S. government is again confronting the challenge of raising the debt ceiling. While this may create uncertainty in the markets, we want to assure you that our wealth management firm has successfully navigated similar situations and will continue to guide you through these times prudently. The debt ceiling is […]
Reinvesting In Yourself: Aligning Your Spending with Quality of Life
Do you ever feel like your money isn’t supporting the things you value the most? If you seem to have enough money but feel that your spending doesn’t give you a sense of fulfillment, then this could be the case. That’s because when we create our budgets or cash flow plans, we often think about […]
Planning an Exit: Layoffs or Moving On, What To Do With Your Finances
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 proactively seeking another job with more stability in light of […]
The Psychology of Financial Planning – Explained
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 works to how this translates into your beliefs and the […]
What To Do When You’re An Executive With a Vesting Schedule
Equity compensation can be a big boon to your finances and dramatically increase your income relative to a straight salary. However, equity compensation isn’t the same thing as a standard salary. There is more to consider, and you need to have a plan for how to deal with employer equity as it vests. Vesting: When […]