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 […]
Financial Planning
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 […]
Microsoft’s 401k Retirement Plan
Microsoft’s 401k Retirement Plan
Introduction to Microsoft’s 401k Retirement Plan Welcome, dear readers! Today, we’re exploring one of the most robust and dynamic 401(k) retirement plans offered by a technology giant – Microsoft Corporation. If you’re a Microsoft employee, this article is a must-read as it serves as your first step towards attaining financial security. Even if you’re not […]
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 […]
Roth TSP vs Roth IRA: How Do They Compare?
Roth TSP vs Roth IRA: How Do They Compare?
Introduction Retirement planning is a critical aspect of securing a financially stable future. As individuals embark on their journey towards retirement, they are often confronted with a myriad of retirement savings options. Two popular choices among many are the Roth Thrift Savings Plan (TSP) and the Roth Individual Retirement Account (IRA). In this comprehensive article, […]