A version of this article was originally written for and published on Kiplinger. Equity compensation can be an extremely useful tool when it comes to building wealth. And just like…
Read More
5 Stock Market Basics You Ought to Know Before You Invest
The number-one thing to know about the stock market? It’s unpredictable. Think of it like a wild bull — and I don’t mean “wildly successful bull market” where everyone is…
Read More
Have Cash to Invest? 3 Common Stock Market Questions, Answered
If you have cash to invest, you might also have a lot of questions that you want to get clarity on before you make any money moves. Investing can get…
Read More
How to Do an Investment Advisor Search: 7 Ways to Find the Right Advisor
Recently, I spoke at an event about “how to be good with money.” It was a fun conversation and the audience was really engaged and eager to learn. After the…
Read More
Improve Your Finances: 5 Exercises to Use to Build Better Money Habits
Wouldn’t it be nice to finally be someone that other people look at and say, “wow, you really are great with money. I’m impressed!”? Do you constantly find yourself wishing…
Read More
6 Ways to Avoid Distraction While Working Toward Financial Goals
If you want to be financially successful, there may be no better skill to build than the ability to avoid distractions. Distractions are everywhere on the road to what you really…
Read More
How to Leverage an HSA Account to Grow Your Wealth: A Real-Life Example
Have you considered a high deductible health plan, or HDHP, as an option for your health insurance? It might be worth switching to one so you can use an HSA…
Read More
Timing the Market Doesn’t Work, So Here’s What to Do Instead
Over the last decade, we’ve enjoyed one of the longest bull markets we’ve ever seen. In the last few years, the stock market has set record after record, climbing higher…
Read More
How to Rollover a 401k (and How to Determine If You Should or Not)
About half of Americans have access to a workplace retirement plan like a 401k. If you’re one of them and have also had more than one job in your career,…
Read More