If you need to buy a new car, you might wonder about the financially optimal way to go: is leasing vs buying a new car better? In the past, the…
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Leasing vs Buying a New Car: Which Option Is Best For You?
What Is a Beneficiary—and Who’s Listed on Your Investment Accounts?
When you opened your first retirement account, you probably didn’t lose sleep over understanding what is a beneficiary, or who you should name when you filled out that account application….
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Our Considerations When Financially Preparing for Kids
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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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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