Key Points Introduction Tax returns get complicated when you’re paid in numerous different ways, such as from stock options, restricted stock, or an employee stock purchase plan (ESPP). For example, special reporting issues arise with restricted stock and restricted stock units (RSUs) that confuse even experienced accountants and financial advisors. Mistakes can be costly and can increase your risk […]
budgeting
How Mindfulness Can Help You Control Impulse Spending
How Mindfulness Can Help You Control Impulse Spending
By Blaine Thiederman MBA, CFP | 08/12/2022 Key Points Mindfulness, or the practice of being fully present in the moment and aware of your surroundings, might bring to mind a yoga class or a meditation app. But it can actually be applied to many aspects of your life, including your finances — and can be particularly helpful when it comes to how you spend money. Here’s our founder’s take on the importance of […]
74% of consumers are concerned about a recession: 5 steps you can take now to prepare
74% of consumers are concerned about a recession: 5 steps you can take now to prepare
Key Points If you turn on any news station that talks about the economy, you’re bound to hear at least one person mention the likelihood of a recession. If you haven’t thought about the risk of one, you’re in the minority. According to the University of Michigan, Consumer Sentiment (an economic indicator that measures how […]
The Easy Way To Save For Short Term Goals
The Easy Way To Save For Short Term Goals
Key Points Introduction So many people today struggle to reach both short term and long term financial goals. I don’t blame them, either because they don’t teach this stuff in school and it gets complicated. Figuring out how to overcome debt, how to save to buy a house, how to invest and how to achieve […]
Three Core Principals In Goal Setting That Are Proven to Make Success Simpler
Three Core Principals In Goal Setting That Are Proven to Make Success Simpler
Key Points Goal Setting Three key behavioral concepts that can help you achieve your goals faster and more effectively are: Why are most people so ineffective at achieving their goals? There are quite a few studies on the ability of Americans to reach their New Year’s Resolutions because of how awful we are at meeting […]
THE BEST WAY TO NEGOTIATE YOUR SALARY (WITH A TEMPLATE)
THE BEST WAY TO NEGOTIATE YOUR SALARY (WITH A TEMPLATE)
Salary negotiation is rarely easy as it may seem. Our article on salary negotiation will help you to know what to do to prepare for your next transition in your career.