Strategy Guides

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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

Restricted Stock Unit (RSUs) 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. In this post, I want to focus on providing you a RSU strategy guide.   Most employers that offer stock as a form of compensation have switched…
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January 29, 2018 0

I Just Lost My Job: Part 2 Finding Your Next Gig

This is the second part of a two-part series (Navigating Your Finances, and Finding Your Next Gig)   Oftentimes, people are unhappy with their jobs, but it does not get to a point where they have to make a change and they stay stuck in an unfulfilling position.  Losing your job can be a breath of fresh air if you choose to take an optimistic perspective of the situation.  I have had clients who were…
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December 20, 2017 0
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