The ABCs of NUAs: 7 Step Guide to Navigating Net Unrealized Appreciation
When it comes to advising executives how best to manage their finances, I find we quickly jump from basic to more complex strategies. Executive planning typically has more intricacies involved. One such executive strategy we often run into is: Net Unrealized Appreciation.
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When Savings Accounts Steal Your Cash, Cash In Online!
Whether you're a professional, executive, or a retiree, we all have one thing in common: Cash! Regardless of how much you have, most keep their cash in a stodgy bank account where it barely grows. With interest rates on the rise, now seemed a great time for a revisit this topic.
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Mortgage Interest Rates: To Buy or Not to Buy - That is the Question
Whether purchasing your first home, your “forever home,” or even your retirement home, the questions looms: when should I buy? Considering interest rates are on the move, it's a natural question and one worth addressing.
READ MORE...Target Date Funds: Why I'm not a Fan
A growing fad in 401(k) plans is Target Date Funds (TDF). While these funds serve a purpose for those unsure of how to invest their retirement accounts, I almost never recommend them for clients. With this blog, I'd like to educate on a TDF's inner workings (which may shed light on my dislike).
READ MORE...6 Hacks to Automate Your Financial Life
Life can be a little hectic, so I’ve created 6 hacks to help you automate your financial life and get you set you on the right track. I encourage you to try these hacks for yourself and automate like you’ve never automated before.
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The Worst Thing That Ever Happened To Your Portfolio
For years, there's been a horrible trend which has prevented more people from achieving their financial goals than any other factor. It’s something so catastrophic I feel forced to write about it to bring attention to the masses.
READ MORE...The 9 Category Guide for Lifelong Spending
“How much should I be allocating to retirement? How much for housing?" We get these types of questions often. Although everyone’s situations is different, it is helpful to have some basic litmus test for reference.
READ MORE...The Secretary for No One: One Woman’s Fascinating Journey through Corporate America
Typically, I blog advice covering the spectrum of our financial lives. Today, however, I’d like to tell a fascinating story of a client’s journey to the top of Corporate America.
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