Is a Roth Conversion Right for You?
A Roth conversion is a critical consideration for many high-earning tech professionals and business owners, but is it right for…
/// RECENT POSTS
Is a Roth Conversion Right for You?
Mid-Year Checkup: Navigating the Maze of Restricted Stock
The Quest for a Perfect Credit Score
/// TRENDING
Is a Roth Conversion Right for You?
A Roth conversion is a critical consideration for many high-earning tech professionals and business owners, but is it right for…
Set Financial Boundaries and Gain Peace of Mind
Are you good at setting boundaries? If you’re not, then rest assured that many individuals struggle with setting and enforcing…
Inflation, Banking Crises and Recession: Position Your Money for Success
If you had to guess how financial markets performed in the first quarter based solely on news headlines, what would…
Is Financial Procrastination Derailing Your Life Plans?
What do Willie Nelson, MC Hammer, and Allen Iverson have in common? Well, what their life situations have in common…
Is Credit Your Superpower or Kryptonite?
Is credit a good thing or bad thing? Well, it all depends on your perspective. When used correctly, credit can…
What Drives the Value of Your Employer’s Stock?
If you contribute to your employer’s 401k or receive equity awards, you may occasionally find yourself struggling with understanding how…
/// STRATEGY
Is a Roth Conversion Right for You?
A Roth conversion is a critical consideration for many high-earning tech professionals and business owners, but is it right for…
Mid-Year Checkup: Navigating the Maze of Restricted Stock
Decisions, decisions, decisions. That’s mantra, for better or worse, that defines the life of every tech professional navigating the complex…
The Quest for a Perfect Credit Score
What does having a perfect credit score mean to you? Well, it might mean being able to show up at…
Asset Location vs. Asset Allocation: The Winning Formula for Wealth
Have you ever wondered why your savings aren’t growing even though you’re contributing to an investment account? It may be…
Inflation, Banking Crises and Recession: Position Your Money for Success
If you had to guess how financial markets performed in the first quarter based solely on news headlines, what would…
Is Credit Your Superpower or Kryptonite?
Is credit a good thing or bad thing? Well, it all depends on your perspective. When used correctly, credit can…
/// PRINCIPLES
Is Financial Procrastination Derailing Your Life Plans?
What do Willie Nelson, MC Hammer, and Allen Iverson have in common? Well, what their life situations have in common…
What Drives the Value of Your Employer’s Stock?
If you contribute to your employer’s 401k or receive equity awards, you may occasionally find yourself struggling with understanding how…
Don’t Confuse Budgets and Cash Flows
Cash is the lifeblood of your finances. Without it, you would be hard-pressed to pay your debts, cover your living…
Your Playbook: A Healthier Money Relationship
Money alone will not buy you lasting joy. Money alone will not solve many of your most profound relational problems….
Are Your Financial Goals Meaningless?
Most driven individuals on their path to financial independence mastery know that you need goals to get to the next…
Is it Possible: Two Recessions in Two Years?
Two recessions in two years. Is it possible? Well, calls for a U.S. recession have been on the rise recently…
“The difference between an expert and master is that the former accumulates knowledge while the latter applies it to move their life forward.”
/// MINDSET
Set Financial Boundaries and Gain Peace of Mind
Are you good at setting boundaries? If you’re not, then rest assured that many individuals struggle with setting and enforcing…
Money Mindset Makeover: Re-writing Limiting Money Scripts
Have you ever made an impulsive big-ticket purchase that you later regretted? Or, maybe you have found yourself making choices…
Crush Your Financial Resolutions by Becoming Rather than Doing
Who doesn’t like a fresh start? The beauty of New Year’s Resolutions is that we all have an opportunity to…
How to Avoid Financial Stress During the Holidays
Depending on who you ask, the holidays are either a season full of celebration and connecting with family and friends,…
From Six Figures and Broke to Financial Independence Master
When Frank began practicing bankruptcy law, his average client earned between $8 to $9 an hour. A decade later, his…
Four Ways to Prepare for Heightened Market Volatility
Many investors know that managing volatility is central to achieving essential financial goals. But how much should you worry about…