Category: Taxes

Take your financial confidence to the next level!

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
Financial Independence Retire Early

How to Retire Early & Financial Independence: Podcast

In honor of Independence Day, I was inspired to record a Early Retirement / Financial Independence Podcast. After listening to the show, you’ll have a better idea of what you need to do in order to set yourself up for the ability to retire early and reach financial independence. What to Do in Order to Retire Early Save, Like A lot Live as a Minimalist Debt Free (Should You Payoff Your Debt) Investments What  You Should…
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July 17, 2019 0

What the Tech is a 401(k)?: Podcast

Episode 6. of Techie Personal Finance Bootcamp 1:15 Hello, welcome to this episode of techie personal finance boot camp. Today, I’m going to have fun talking to you about what the tech is a 401k. And so what I’m trying to do here is just give you a little bit more confidence. I know, one of the biggest things that I realized when I was first getting into financial planning and figuring out that financial…
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June 26, 2019 0
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