Stock options are a type of equity compensation, which is a way for employers to reward key employees beyond the usual paycheck. Most equity comp packages can provide a great…
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Are You Making These 5 Mistakes with Stock Options?
The 3-Step Process to Saving 40 Percent of Income
Prefer to listen rather than read? Pair this post with Episode 25 of the Beyond Finances podcast, where we talk about the process of saving 40 percent of income and…
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What You Need to Save Before Having a Baby Might Be the Wrong Question
Most of my clients are in their 30s and 40s, and many of them are either starting families or adding to them. Many of these soon-to-be parents ask me, “how…
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A Trust Fund for Kids: Does Your Family Need One?
For most people, the phrase “trust fund baby” does not come with positive associations. It’s a description that conjures images of spoiled children that may grow up to be dilettantes…
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Beyond Finances Podcast #49: Managing Equity Comp: How to Balance the Risks and Rewards
Leveraging equity compensation is one of the potential avenues we previously highlighted for use on the road to building wealth. But to enjoy the rewards, you have to know how…
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How to Build a Bulletproof Balance Sheet
Too often, we equate being conservative or risk-averse with missing opportunities, or missing chances to grow wealth. While there is such a thing as being too hesitant or too cautious,…
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Beyond Finances Podcast #48: What It Takes to Manage Investments Well
Lots of people think they’re good DIY investors. But they miss a lot of nuance, and make a lot of mistakes. Here’s what it really takes to manage investments well….
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Wealth Management Is an Infinite Game. Are You a Good Player?
Despite the recent popularity of people playing day trader, trading stocks using gamified apps designed to hook your attention and keep you engaged is a risky proposition. Playing on trading…
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Beyond Finances Podcast #47: Make Your Money Goals Easier to Achieve
Accomplishing what you want with your money doesn’t have to be so hard. You just need to understand how to structure your goals for success. If you’re a highly accomplished,…
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