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How To Manage Risk Exposure And Taxes In Concentrated Stock Portfolios
This is a discussion of some options for reducing risk and unwinding a concentrated stock position that has increased significantly.
How To Set Yourself Up For Financial Success In Your 20s
In your 20s, you may be getting out on your own for the first time, securing your first grown-up job, dealing with your fair share of heartbreak, paying your own bills, and discovering new things about yourself. Your 20s are also the best time to start good habits to set yourself up for future financial success. To that end, here are nine things everyone in their 20s should be doing to set themselves up financially.
How To Choose A Business Structure That Fits Your Financial Priorities
Sixty-six percent of millennials want to start a business, according to a recent study from Bentley University. If you’ve gone through the work of creating a business plan, doing market research, and you’re looking to grow or secure funding, the structure of your business is a critical consideration. This is a discussion of some different business structures, risks and costs involved, and specific advantages of each structure.
Women’s Involvement In Finances And How To Avoid Financial Regret
Several studies have recently found that women have varying degrees of involvement in their finances over the course of their lives. Many women throughout have felt financial regret due to varying levels of involvement and inaction. This is a discussion of those findings, along with actions women can take to avoid financial regret.
Sustainable Investing And How To Align Your Investments To Your Values
MY BOOK
I seek to make personal financial planning less scary.
This book provides a simple guide for working through life's biggest financial questions facing couples in their 20s, 30s, and early 40s today. It starts with goals-based planning around topics including retirement planning, education planning, and major purchase planning. It then walks through some basics of investment management, options for how to invest, behavioral finance, and pitfalls to avoid. Lastly, it discusses risk management and insurance.
If you are not sure where to start, this book may provide some clarity.