Do You Have Employer Stock In Your 401(k)?

Do You Have Employer Stock In Your 401(k)?

Let’s start with a couple of questions: Do you have employer stock in your 401(k)? Is that stock highly appreciated?   If yes, do you ever wonder what happens to it when you leave? Are you aware of special tax treatment on the stock? Read on to make sure you’re...
Do you have a knot in your finances?

Do you have a knot in your finances?

Have you ever had a knot in your favorite chain necklace that you are determined to get out?  How do you start? You need to start pulling away at the knot to figure out your plan of attack, and oftentimes, you don’t get it right on the first attempt.  I find parallels...
Top 5 Most Freqeuntly Asked Questions

Top 5 Most Freqeuntly Asked Questions

Here are the top 5 questions I get asked the most: 1. What’s your best career advice? Invest.  Invest in yourself, your family, your career.  While I can’t help you directly with those items, I can help you indirectly by investing in the market.  Is it risky?  It can...
Thoughts for Year-End

Thoughts for Year-End

Don’t freak out! This list of items to consider before year-end isn’t meant to be overwhelming, intimidating, or confusing.  If you’re anything like me, time seems to go by faster every year, and these last two months are no exception.  These ideas may be old...
Why do I need a financial advisor?

Why do I need a financial advisor?

That’s a reasonable question. If you’re questioning why you need a financial advisor, I like to think of it from three different aspects.  You may lack one or more of the following: time, skill, or discipline. Time: You may very well know exactly what you need...