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No matter the state of the housing market, the question of “Should I buy a house now or wait” is on the mind of every...

As of 2024, when this article was written, if your income is above $161,000 as a single filer or $240,000 as a married filer, sadly,...

Over the last couple decades target retirement funds have emerged as the go-to investment solution for individual investors in 401(k) plans and other retirement accounts....

If you are considering giving, put away the checkbook and that debit card. There are better and more effective giving strategies out there. Intelligent giving...

As a tech professional, there are many ways for a liquidity event to happen to you. You can be a part of an IPO, a...

If you currently work or have worked for a tech company then it is very likely you have managed to accumulate vested stock. You may...

Tax-loss harvesting is a tax minimization strategy that is often used to offset some capital gains at the end of the year. In a more...

Most people are familiar with the word “mortgage” long before they decide to buy a house. But once more specific terms and phrases enter the...

2020, the most fascinating and boring year of my life, is over, and despite one of the most violent market crashes in history and the...

This blog post will outline what I like to call a framework for financial success. I am a very visually oriented person and I wanted...

When you think about your employer benefits a question you should ask yourself is “Should I participate in ESPP at work?” If you have this...

This is the second in a three-part blog series on do you have the right money mindset for financial success. As your CFP it is...