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…
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…
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…
What’s the Cost of Too Many Financial Accounts?
Did you know that having too many financial accounts can actually be more counterproductive than being useful? To be sure,…
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…
