What to know before you buy a Lake House
I have so many fond memories of spending summers at my Uncle Bob’s lake house growing up.
If owning a lake house to host friends and families has always been a dream of yours, here are five things to know before making the purchase.
Understanding Stock Options and Equity Compensation
Equity compensation comes in a variety of forms including Stock Options, Stock Appreciation Rights (SARs) and Restricted Stock Units (RSUs).Different than cash compensation (i.e, salary, bonus, and commission), some forms of equity compensation are not taxed as earned income. Equity compensation makes up almost one third of employees’ net worth, 32% on average.
Finacial Year-End Review
Before you start the new year with resolutions and money intentions, it’s a best practice to look back at the prior year and give yourself a performance review on how you did at meeting last year’s financial goals. Continue reading to find the 4 parts to include in your Personal Financial Year-End Review
Financial Gratitude Journal
Having an attitude of gratitude can counter stress and anxiety, as discussed in a recent article published by the Harvard Business Review.
This holiday season I decided to put this finding to the test towards financial worry and concern. Below are excerpts from my personal Financial Gratitude Journal and the prompts I used to write my list.
Teens and Cars
There are several financial impacts to consider with this significant coming-of-age milestone. Here are some important questions to answer before putting car keys in the hands of your teen.
New Baby! Financial Checklist
Whether you’re a soon-to-be new parent or expanding your family through adoption or birth of a new child, here’s a financial checklist to help curb your worries and prepare for your growing family’s financial future.
Understanding Market Volatility
Wild market swings and stock price unpredictability can be emotional and difficult to watch, however market volatility is a completely normal function of the exchange system. Put simply, market volatility refers to price movement.
Prepare your Family for the Greatest Wealth Transfer in History.
By 2045, it’s estimated that US households will transfer $84Trillion in wealth. Take steps now to preserve the assets you’ve worked hard to acquire and ensure your family is equipped to build on a foundation of financial stability.
Why Diversification Still Matters
Here’s why a well-diversified portfolio can be the key to survival during market volatility.
What is Financial Independence?
Financial Independence can be described in many ways including: having more money than you need to cover expenses, enjoying what I call a work-optional lifestyle, or for some it’s simply having a high SANF (Sleep at Night Factor).
Strategies for Investing During a Market Downtrend
Developing a proper financial plan can help weather the ups and downs of market volatility and keep your long-term financial goals on track.
Financial Impacts of a Job Change
Whether you’re considering moving to a new company within your field or changing careers altogether, it’s important to consider the short-term and long-term financial impacts of making the switch.
The Holidays are the perfect time to start teaching kids about money!
The entire holiday season is filled with many opportunities to discuss money with kids.
New Year & New Financial Plan
This year, commit to putting your finances first. Your future self will thank you later.
What the Pinterest 2022 trend report means to you and your finances.
Pinterest predicts small business growth and luxe living increases in their 2022 trend report and here’s what it means to you and your finances.
Coffee and Confidence
Episode 1 - Family Finances 9.9.22
