Market swings may be strategic times to complete Roth Conversions

Our Guide to Preparing for When Something Happens to "The Financial Spouse"

Our Guide to Dealing with Concentrated Stock Positions

Use our template to build your own Action Plan

The Lay Off Survival Kit

A review of the risks and benefits of Medical Cost Sharing Programs for Independent Consultants

What Happens to Your Equity Compensation When You're Laid Off

Understand Your Employee Stock Purchase Plan (ESPP), how it's taxed, and how it can accelerate your financial plan

Understand what stock options are, how they are taxed, and how you can plan for them

Your Guide to Understanding and Planning for Your Restricted Stock Units (RSUs)

Check out Mike and Zach in the Media

A great financial advisor can be life changing. They can help build clairity and confidence but as in any profession there are plenty of bad apples. Use these tips to find an advisor that is right for you and avoid those that overpromise and underdeliver.

our career moves arguably make a bigger impact on your financial life than almost any other decision. To make a good decision for your family it’s important that you weigh your job options carefully. Here are 3 steps to consider

When you begin exploring consulting, whether on the side or as a second career, we generally attempt to answer two questions. The first is fairly obvious, “How much should you get paid as a consultant?”. This pushes us toward a lot of questions around how that individual views their business of consulting. The second question I recommend would-be consultants answer is, “What will taking consulting jobs change about my vision for the next stage of life?”. I have found that we can frame both these questions a bit better when we begin by determining what hourly rate you can expect to target in your initial consulting jobs.

Estate planning is a critical aspect of financial preparedness, ensuring that your assets are distributed according to your wishes after your passing.

Deciding that you need life insurance to protect your family is a big decision that can be tough to address. It’s also a decision that leads to more questions that you have to answer before this item is off your to-do list. You have to make choices around the type of insurance that best suits your needs and how much you need to purchase.