If there’s one lesson we’ve learned from the pandemic, it’s how to be flexible. Whether your life was completely upended, or barely impacted at all, there’s no question that the
Cash flow, or budgeting, is one of the biggest challenges facing both financial planners and their clients. How can you get a handle on your spending needs, and why does
If you work at a large, tech company, there’s a good chance they offer an Employee Stock Purchase Plan (ESPP) as one of the company benefits. The question is, should
When I was about 13 years old, my mother attended a weekend spiritual retreat, and I tagged along with her. While on the retreat I had a powerful experience in
It’s October and that means pumpkin spice lattes, Halloween decorations and…open enrollment time. For many of us, this is the month when we have the chance to make decisions about
You may or may not have heard of a Mega Backdoor Roth, but they are becoming increasingly common, especially in the tech world. It is often confused with a Backdoor
Estate planning is one of those topics that most people avoid at all costs. It ranks right up there with getting a root canal in terms of things to look
Taking a big picture look at your finances during the pandemic.