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 […]
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Amazon’s 401k & Roth Conversion
Amazon’s 401k & Roth Conversion
Introduction Welcome to a comprehensive guide to understanding your 401k, specifically tailored for my friends at Amazon. As an experienced financial planner, I’ve had the privilege of helping countless clients navigate their retirement planning, and today, I’m here to help you. Let’s dive into the exciting world of 401k planning and Roth conversions. Firstly, congratulations! […]
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.” […]
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, […]