Financial Planning

How To Plan For A Windfall

Finances are an emotional topic, especially when the nature of how wealth came to you is unexpected, like receiving an...

How To Plan For A Big Home Renovation

If you’ve been in your home for a substantial amount of time or feel it may need a little facelift,...

How to Avoid Lifestyle Creep (Even When Going Through a Promotion/Getting Stock Awards)

So many people get caught up in dreaming of “more.” More money, time, friends, experiences, etc. But what happens when...

Why Timing the Market Can Hurt You, Especially if You Plan On Leaving Work Early

No one can predict the future. While "experts" can share their predictions, timing the market can ultimately be a (costly)...

Have Equity Compensation? 4 Things To Watch Out For Before Year-End

Equity can add complexity to your financial situation. You don’t want to be caught off guard by a surprise tax...

5 Things You Probably Didn’t Know About SRI But Should

The call to action for climate and social change is louder than ever. Government oversight is growing, companies are focusing...

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...

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...