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5 Financial Factors To Consider When Moving To A New State
In the last few years, I’ve noticed more people moving to different states than ever before. Their reasons vary, from cost of living, to taxes, to job opportunities, to retirement, to just needing a change of scenery. No matter what the reason for the move, there can be some serious financial implications.
How Consider Incentive Stock Options In Your Overall Personal Strategy
Many companies aiming to go public someday are offering equity to employees in the hopes that it might one day become worth a lot. A common way to do this is through Incentive Stock Options (ISOs). This article discusses an overview of this offering, some of its implications, and the risks to be aware of.
13 Cognitive Errors You May Be Making When Thinking About Money
People are not always rational agents. We all make mistakes – this is what makes us human. However, for the longest time, economic theory has made assumptions about behavior in financial markets based on humans being rational.
Retirement Planning Tips For Dual-Career Couples With An Age Gap
When you hear about retirement, many people think of it in terms of turning 65 years old, applying for Medicare and Social Security, and traveling with their spouses using the money they worked hard to save throughout their whole careers. But what does retirement look like for couples with an age difference?
3 Things Women Can Do To Set Themselves Up For Financial Security
Financial planning for women is unique because we earn less money and are expected to do much more with it. Advocating for yourself, enlisting help, blocking out the noise, and planning according to your personal goals can go a long way toward ensuring your financial security is set.
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.