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What Tech Employees Could Gain From Financial Planning Advice

Working in the tech industry is an exciting ride. You’re at the forefront of tech and societal change, you’re earning...

Do I Need a Trust if I Have a Will?

Most humans have a difficult time thinking about death, but it is a life circumstance that we all face. Part...

How to Improve Your Relationship With Money

What is your immediate thought when you hear the word relationship? If you’re like most people, thoughts of your spouse,...

7 Questions to Ask Your Financial Planner (And Why They’re important)

Finding the right financial planner isn’t easy. As a member of the tech industry, you’re likely experiencing a few things...

The Ins and Outs of Stock Options and Restricted Stock Units

According the National Center for Employee Ownership, about 7.2% of employees own stock options, and even more employees have some...

7 Financial Planning Myths and Truths

Financial planning is something of a mysterious field to some, and there are a lot of myths floating around about...

Portfolio Theatrics: Surviving Market Volatility

There’s no question about it, the traditional investment experience is quite a ride. You know, the periods of pure euphoria...

When to Hire a Financial Advisor

Today’s post comes to you from Trace Tisler, founder of Epic Financial. Trace and I became friends after meeting at the...

How a Financial Advisor Can Make Your Life Better

Today’s article is a guest post written by Chris Hardy, Director of Planning and Investments at Paramount Investment Advisors. Chris and...