7 Financial Considerations And Strategies For Getting Your Next Car
If your work or lifestyle relies on access to a car, acquiring your next one can be stressful given today’s interest rate landscape and recent inflation. Here are some financial considerations and strategies for getting your next car.
6 Financial Considerations And Challenges Of Starting A Business
If you’ve been bitten by the entrepreneurial bug and want to start a business, this can be a daunting task. Understanding some keys to success and learning from others’ missteps can ease this process. Here are six financial considerations and challenges of starting a business.
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.
5 Ways To Pay For The College Your Child Got Into
It’s college admission season. If your child has gotten into a great university but it comes with a high price tag, you may be racking your brain to figure out how to pay for that school. You’re not alone in this anxiety: 78% of families say they eliminated a college from their consideration based on cost alone, according to a 2023 report by Sallie Mae. This is a discussion of five methods for paying for college and when each option may be appropriate.
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.