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 […]
Financial Planning
Common Misconceptions about Company-Provided Life Insurance: Why Term Life Insurance Might Be a Better Option
Common Misconceptions about Company-Provided Life Insurance: Why Term Life Insurance Might Be a Better Option
Key Points Introduction Life insurance serves as a vital component of a comprehensive financial plan, offering peace of mind and financial protection for you and your loved ones. However, there’s a prevalent misconception that relying solely on company-provided life insurance is enough to safeguard your family’s future. Let’s debunk this myth and explore why term […]
Microsoft RSUs & ESPP
Microsoft RSUs & ESPP
Introduction Welcome! I’m thrilled to walk you through the landscape of Microsoft’s RSUs (Restricted Stock Units) and ESPP (Employee Stock Purchase Plan). As a financial advisor, it’s my passion to help individuals, like you, understand these concepts and how they can significantly impact your wealth creation journey. If you are a Microsoft employee or planning […]
How to Master a Household Budget
How to Master a Household Budget
Introduction Mastering a household budget is a crucial skill that can have a profound impact on your financial well-being. By taking control of your finances and understanding where your money is going, you can make informed decisions, achieve your financial goals, and experience a greater sense of peace of mind. Key Points In the following […]
Financial Portfolios & How to Build Them
Financial Portfolios & How to Build Them
Disclosure: This isn’t financial advice. This is purely financial education. Do not take action on this without speaking with a licensed financial advisor. Introduction Welcome to the world of financial planning and investment! If you’re just beginning your journey, or even if you’re a seasoned investor, the essence of successful investing is a well-structured financial […]
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.” […]