Buying a home is one of, if not the biggest, financial decision you will ever make. However, many people buy a home without truly understanding how other areas of their life may be financially impacted. Mortgage companies may offer you a large mortgage, but that doesn’t mean it’s the right mortgage amount for you. […]
Your Simplified Guide To Equity Compensation At Start-Ups
Congrats! You’re working at a start-up and you’ve been granted equity compensation so you can participate in the future growth of the company. Do you feel more invested in the company? I hope so. But what does this equity compensation mean to you? How does this impact your financial life? What are the risks?[…]
Should You Invest in Real Estate? 3 Questions to Ask Yourself Before You Start
One of the most common questions that I field from clients is this – “should we buy real estate”. Well, my answer is both appropriate yet frustrating… it depends! It depends on a lot of things. Buying real estate is a big financial decision. It’s not like buying an index fund – you can’t just[…]
The American Rescue Plan Act of 2021: 4 Major Ways It Impacts Young Families
After weeks of debate, President Biden signed the American Rescue Plan Act of 2021 into law on March 11, 2021. This act contains many provisions that directly impact young families, but this blog highlights the four provisions that I thought were most applicable: The stimulus checks/stimulus tax credit Increased child tax credit Increased child and[…]
How To Prepare Your Finances For A Family Sabbatical
*This blog initially was published on Career Gappers as a guest post. One of the most encouraging recent trends in the workforce is more people abandoning the “9-5, work-until-you’re-65” concept. With enhancements in technology, we are no longer forced into the traditional corporate structure. You can now build your career so you can work when[…]
Top 5 Blog Posts Of 2020
With 2020 wrapping up, there have been a lot of ways your financial life has been impacted. We had the Coronavirus stock market crash which was the first >20% decline in the stock market since 2009. We had the CARES Act pass in late March with several important financial provisions, including the creation of the[…]
How To Buy A Home When You Have Substantial Student Loan Debt
Buying a home is a big financial investment. It’s very likely the largest financial investment you have ever made. This is why I strongly recommend first challenging the belief that buying a home is always right for you. It’s critical that you fully weigh the pros and cons of making this financial investment and understand[…]
How The Upcoming Election Impacts Your Financial Life
With the upcoming election next month, you may be wondering how the outcome will affect your financial life. It’s a very normal thing to ponder – we are constantly inundated by news saying things like “the stock market will crash if this candidate wins” or “buy these 3 stocks if this candidate wins”. This[…]
How To Plan Your Finances To Break Away From Your 9-5 Job
Have you ever dreamed of controlling your schedule? Do you feel chained by the 9-5 corporate structure? Are you considering making the leap to work for yourself? I have led numerous clients through life planning exercises to help them articulate what their ideal life would look like if money wasn’t an obstacle. There has been[…]
5 Ways To Financially Prepare For Your First Child
Congrats on the exciting transition! I’m sure you’ve read baby books or listened to podcasts about becoming a parent. You may be appreciating your final full-night sleeps before the baby comes, or you may be smack in the middle of raising a newborn. There are many exciting transitions during this stage of life – but[…]
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