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…
Can a Credit Crunch Be a Positive for the Markets?
Yesterday the Federal Reserve (Fed) raised its policy rate by a quarter-point and signaled that the central bank was open…
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…
Manage Your Tax Anxiety and File Your Returns with Confidence
Is tax anxiety causing you to wait until the last minute to file your tax returns? If so, then you’re…
Don’t Hold Your Breath: Rates Aren’t Coming Down Anytime Soon
If you’ve been hoping for interest rates to fall this year, I’ve got some bad news for you: borrowing costs…
