Category: Strategy Guide

Take your financial confidence to the next level!

Brokeragelink investment options

Should I Use Fidelity’s BrokerageLink?

Do you have the option in your Fidelity 401(k) to activate BrokerageLink? If so, this is a great additional  feature that most 401(k) plans don’t allow. How do you determine whether it makes sense to use this feature or stick to your traditional 401(k) investment options that have been picked by your employer? My strategy guide will walk you through the thought process. What is BrokerageLink? BrokerageLink is the option within Fidelity 401(k) plans to…
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July 26, 2019 0
Cover for Should I Use Employer Stock for home purchase

Should I Use My Employer Stock to Purchase a Home?

Do you have a lot of employer stock and in the market for a new home? If so, the thought of selling your stock to help with the down payment can be very tempting. There are many things to consider when evaluating the sale of employer stock to help with a new home purchase. Use the quick links below to jump to the relevant employer stock situations that apply to you. Where Did Your Employer…
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July 25, 2019 0
Married couple wondering how to split their finances

How Should Married Couples Split Finances Strategy Guide

How should you and your spouse split your finances? Financial issues are one of the leading causes of divorce, so it is important to start out strong. Unfortunately, there is not a magic bullet. It does not make sense that there would be only one way to approach finances as a married couple. Instead I will provide you various scenarios and examples that you may wish to model for your family. Married Couple Money Conversations…
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July 3, 2019 0
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