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4 Pitfalls of Not Having a Financial Plan

There are some things in life you just can’t plan for: an unexpected illness, job loss, death of spouse, disability. And while experiencing one of these major events can drastically impact your life, having an effective financial plan can help ensure that it doesn’t ruin your financial well-being.

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How to Finish Strong this Tax Planning Season

Like gardening or working out, tax planning is one of those activities where you get out of it what you put into it. Plenty of us have a weight bench gathering dust in the garage that hasn’t gotten us into any better shape, or a plot in the backyard that just won’t grow anything because …

Company Stock Options Explained: ESPP, RSU, Stock Options & 10b5-1 Plans

You just met with your HR team, who shared with you the good news: You’re eligible to own employee stock in your company! An incredible benefit, especially since you feel that you can impact how well your company stock performs, either directly or indirectly. But you walk out of the meeting …

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