Introduction Losing a parent is hopefully the worst thing that’ll ever happen to you. But amidst the grief, there’s a practical aspect that needs attention: managing the estate. If you’ve been named the executor, you have a significant responsibility ahead & unfortunately, it only these times harder on you. This guide will walk you through […]
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Anti-Financial Planning; a New Paradigm
Anti-Financial Planning; a New Paradigm
We all know the typical drill when it comes to financial planning: set your goals, create a plan, and stick to it. But what if I told you there’s a different approach that might resonate better with you, especially if traditional goal-setting hasn’t worked out so well in the past? Enter the world of “anti-goals.” […]
Stock Options Vs. RSUs: A Comprehensive Guide to Your Equity Compensation
Stock Options Vs. RSUs: A Comprehensive Guide to Your Equity Compensation
Key Points The world of equity compensation can be a confusing landscape to navigate. With multiple options such as Employee Stock Options and Restricted Stock Units (RSUs) on the table, it can be a challenge to understand the ins and outs of each. So, let’s delve deeper into these two popular forms of equity compensation […]
Financial advisor vs financial consultant; what’s the difference and which is better for you?
Financial advisor vs financial consultant; what’s the difference and which is better for you?
Key Points Introduction Deciding which financial professional to work with can be a daunting task. It’s important to understand the different types of services they offer and how they can help you reach your financial goals. One of the most common questions people have is whether to work with a financial advisor or a financial […]
What is Equity-Based Compensation?
What is Equity-Based Compensation?
Key Points Before reading this article, keep in mind that no two financial plans are the same and what you do with your ISOs, ESPP, RSUs (etc) may be completely different than what someone else should do. Also remember that this article is explicitly education and not a recommendation of what you should do. Before […]
The Top 10 Most Common Money Mistakes Millennials Make
The Top 10 Most Common Money Mistakes Millennials Make
Key Points Managing money can be a delicate balancing act. Planning for your future and enjoying the moment can feel diametrically opposed when it comes to finances. You’ve only got one life to live, so tickets for the latest concert, dinner out with friends and a new car in the here and now sometimes trump […]