Insights

 

1 min read

S2E7 | Life in 2030 Pt. 4

Subscribe: Apple Podcasts | Google Podcasts | Spotify “When you have a financial plan, you can look at how much money you have and what you actually want. Own the things that might give you some value, either financially or things that make you...

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4 min read

Simplified Home Deduction, and Other Tax Considerations for Self-employed Individuals

Considering how many of us worked from home last year, the home office deduction is presumably...

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1 min read

S2E6 | Merging Finances

“Go talk to a financial advisor. A lot of people see financial advisors as the people behind the...

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1 min read

S2E5 | Life in 2030 Pt. 3

“The progression of technology is going to drastically change the economy. It's going to...

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3 min read

What are Stock Options, and How Do They Work?

The first time you’re offered stock options, you may have no idea what to do with them—or even how...

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1 min read

S2E4 | Employee Options & RSUs

“Do tax planning otherwise you're going to get a giant bill at the end of the year that you aren't...

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3 min read

Bonds vs. Bond Funds: How They Differ and Which One’s Right For You

Bonds and bond funds may sound like slightly different versions of the same thing, but these...

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2 min read

S2E3 | Life in 2030 Pt. 2

“One of the levels of financial freedom is the point where whether you get paid or not, you're...

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1 min read

S2E2 | Raising Financially Responsible Kids

“We think the involvement of the child is pretty important when teaching them about finances. This...

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4 min read

Matching Your Life Insurance to Your Phase of Life

As your life evolves, so do your life insurance needs. There’s no one “right” kind of life...

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