Key Points Introduction The most common question I’m asked by founders of startups who hire us as their personal financial planners and fractional CFO is what type of entity should they form. The reason they ask this is that they get conflicting advice from their CPA, their mentor, and other entrepreneurs in the same industry. […]
denver
ISOs Vs. NSOs: What’s The Difference?
ISOs Vs. NSOs: What’s The Difference?
By Blaine Thiederman MBA, CFP Date: 08/18/2022 Disclosure: Before reading this, don’t see this as anything more than financial education. This is not a recommendation of any strategy and before you take action on your ISOs, consult a tax professional or a financial planner that is your financial planner. We are not your financial planner […]
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 […]
What Personal Finance Lessons We Should All Take From The Johnny Depp V. Amber Heard Trial
What Personal Finance Lessons We Should All Take From The Johnny Depp V. Amber Heard Trial
Key Points Introduction The trail between Johnny Depp and Amber Heard was watched around the world and the overwhelming majority favored Johnny for a variety of reasons. This article’s purpose isn’t to take sides but to try and help everyone understand what they can learn from it about personal finance. Amber Heard was found guilty […]