Strategy Guides

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. Fast Travel Links What is BrokerageLink?Is BrokerageLink Right for You?TimeInvestment KnowledgeFeesEmployer Chosen…
Read more


July 26, 2019 0

Recession Proofing Your Career: Podcast

July 25, 2019Lucas Casarez CFP® / Sami Gardner @ Career Kickstart Sami Gardner is not your typical career coach who helps her clients build a recession proof career. Her unique background and skills have allowed her to build multiple income streams while traveling the world as a digital nomad. Hold onto your seat because we cover a lot of ground in this one and practically anyone who listens should easily be able to find at…
Read more


July 25, 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. Fast Travel Links Where…
Read more


July 25, 2019 0
Social media & sharing icons powered by UltimatelySocial