Should I Enroll in My Company’s ESPP?
Do you have access to your Company’s Employee Stock Purchase Plan (ESPP)? Beyond your base pay, bonuses, and potential for stock compensation, participating in an ESPP is potentially a great…
Take Charge of your Finances
Are You an Above-Average Investor?
Are you an above-average driver? Well, the reality is that ~80% of drivers think they are above average, even though that’s mathematically impossible. And it is not limited to driving,…
Make the Most Out of Your Open Enrollment Period
It is that time of year again! As we approach the holiday season, many employers will open their employee benefits enrollment period for the year ahead. Are you prepared to…
Making the Most Out of your Medicare Benefits
As of March 2023, the Center for Medicare Advocacy estimates that over 65 million Americans are enrolled in a Medicare plan. While many of us may be familiar with the…
Understanding Conservation Easements
If you own or have inherited some undeveloped land, you might be wondering what to do with it. The most common options are to: Keep it and hope it appreciates…
Anchoring to an Arbitrary Dollar Amount, Ep #195
The behavioral and emotional side of financial planning takes precedence when planning for our future. I see this play out frequently in the form of anchoring to an arbitrary dollar…
How to Optimize Your Estate Plan with Adam Tarsitano, Ep #194
You may remember estate law attorney Adam Tarsitano from episode 165 when we went over the importance of a professionally prepared estate plan. Since the summer is a good time…
Will I Owe Tax on the Sale of My Home?
When income is earned, generally some amount of tax will be due. Income can come in the form of wages, rental income, interest, dividends, and many others. Most taxpayers will…
Changes Coming to the Financial Aid Calculations: EFC to SAI
For many parents with children in or about to start college and adults going back to school, filling out the FAFSA application for each school year is a commonplace event…
Is Your Financial Plan Pet Proof?
If you’re wondering who this cute little puppy is, his name is Samson, and this photo was taken at the vet about an hour after he jumped out of my…
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We break down some of the most important questions we are asked on a regular basis.