Are you financially preparing for kids? Starting a family is a big decision – financially and otherwise. There’s a lot to consider when it’s time to make this choice. As…
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Our Considerations When Financially Preparing for Kids
Suffering from Job Burnout? How to Prevent Your Career from Running Your Life
It happens to all of us from time to time. You get down. You feel tired. You’re overworked and overwhelmed. Dealing with work stress is something we all experience —…
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Money Is a Tool, So Stop Treating It as the Goal
“I want more money.” “I need to save more money.” “I wish I had more money.” I hear these phrases all the time — and I’ve been guilty of saying…
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Are You Making These 5 Mistakes with Stock Options?
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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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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