Here's What We Think

Making a "dangerous" amount of money is a real thing. If your income in 2021 was in the $150,000-$500,000 range you want to continue reading. If you're making $75k-$80k you probably have to have a pretty good handle on how much you're spending, how much you're saving and what is left over each month because you have to. There's not so much "extra" and so it requires you to be extra diligent about how you are spending your money (even more so if you're committed to a savings goal).

Today I am going to answer a frequently asked question... “What differentiates you from other firms?” This is always one of my favorite questions to get asked by a prospective client on a Right Fit Call; in part because of WHEN it is being asked.

Wondering what you should do with your vested RSUs & ISOs? As a financial planner who works with tech and media professionals, I’m always fascinated by how people think about their employer stock. Here are the questions you should be asking about your vested stock and when you should be selling it.

There's a difference between HOPING that you will become financially independent and doing what it takes to get there. In my experience in working with my personal CPA and estate attorney, I've come to realize that cost is only a factor in the absence of value. In those relationships, where I'm the client, if I feel I'm getting the value that I want, I am HAPPY to pay these professionals their keep. They are doing work I can't do, don't want to do, and are going above and beyond to take care of me? Yup, I'm a happy camper.

If you work in tech and media it is likely you’ve been granted Restricted Stock Units (RSUs) as part of your compensation package. Being on the receiving end of Restricted Stock Units is a wonderful thing. Especially if you are a young professional.