Strategy Guides

Take your financial confidence to the next level!

Having a Baby

Life Insurance for Growing Families Strategy Guide

  If you are reading this post, congrats, your life is definitely more complicated than when you just had to worry about you and yourself. It may be that things are getting serious with your significant other or maybe you already have a growing family and were too busy to incorporate life insurance into your planning. Life insurance is one of those touchy, but important subjects. Who likes to think about dying and your family…
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April 25, 2018 0

Why Achieving Short-Term Goals are More Important Than Achieving Long-Term Goals

The journey is more important than the destination. However, you also don’t want the destination to be a pit of misery because you lived it up a little bit too much on your journey. Often times, when it comes to financial planning, I hear from prospective new clients that although they think saving for the future is important they want to live life now.  I agree…  partially. I think a healthy balance of experiencing now,…
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March 17, 2018 0

What to Do With Your Old 401(k) Strategy Guide

You have how many retirement accounts?  It’s really easy to have multiple 401(k)s out there from previous employers and feel overwhelmed with keeping track of them.  Whether you have one or many accounts floating around out there, this guide will help you determine what your options are. Fast Travel Links Step 1.  Find Out Where Your Old Account is Held.  Step 2.  Review Your Current Investment OptionsThings to look for:Step 3.  Understand the Type of…
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February 26, 2018 0
Find the right fit

How to Choose the Right Financial Advisor Strategy Guide

  Did you know that almost anyone can call themselves a financial advisor?  Is that concerning for you as a consumer or a seeker of financial guidance?  In this strategy guide, I want to provide you with an overview of all of the different flavors financial advisors come in.  I’ll warn you now that I clearly have a bias, but it is an educated bias and I’ll try to be as objective as possible.  Below…
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February 10, 2018 0
When to sell RSUs

RSU Strategy Guide

RSU’s or Restricted Stock Units are a common part of tech employees compensation packages. I have helped many clients and their spouses understand how to utilize their RSU benefits to their advantage with planning. Retirement accounts and manageable investments receive much of the attention from other financial planners (Interviewing planners? checkout 10 Questions to Ask Your Financial Planner), so in this post, I want to focus on providing you a RSU strategy guide.   Most…
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January 29, 2018 0
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