Financial planning

Financial planning

Learn About Strategic Asset Allocation Strategy

Mastering Asset Allocation: A Comprehensive Guide for Investors.

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Advisor

ESPP - Employee Stock Purchasing Plans And Tax

ESPPs: A guide to employee stock purchase plans. Benefits, tax implications, and considerations for maximizing wealth.

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Investment

How Do RSUs Work?

Maximize RSU wealth wisely: Plan for taxes, diversify, manage risk, and seek professional advice. Don't overlook pitfalls for financial success.

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Advisor

What Are Advisory Shares?

Advisory Shares, a strategic compensation tool for early-stage ventures, bridging expertise with equity.

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Financial planning

A Domain Money Client Success Story

Christina and Tom are like many couples. They worked hard, built careers, had a baby, saved money and kept thinking about buying a house.

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Financial planning

When's the best time to Refi?

Rates are at lows that I have never seen.

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Financial planning

The Monthly Credit Card Bill

For the last few years, I have noticed the creep of my client’s and my own credit card bill balances.

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Financial planning

What's Better Public or Private Schools?

The pandemic threw a wrench in education plans for countless families.

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Financial planning

US Food Inflation

Food tends to be one of the top three areas of spending for families after home and childcare. How much do you spend?

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Financial planning

Are You Addicted To Amazon?

One-click shopping. Prime delivery. Millions of products. Is there anything not to love about Amazon?

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Financial planning

Abundance Vs. Scarcity Money Mindset

Most people develop their money mindset at a young age. We see what our parents do with money and what they say (or don’t say) about it.

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Financial planning

Investing In Teens - Investing with Children

My financial planning practice focuses on families with young children.

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Financial planning

What Do You Want?

Thick desires are those that you can explain why you want them. Thin desires are those that you can’t easily explain.

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Financial planning

Is an Electric Car Right for You? Everything You Need to Know

Electric cars are becoming increasingly popular, but are they the right choice for you?

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IRA

Our Guide To The Mega Backdoor Roth IRA

So, what exactly is this Mega Backdoor Roth, and how does it differ from its simpler cousin, the backdoor Roth?

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Advisor

Everything You Need to Know About Working with a Financial Consultant

Here’s what you should know about what financial consultants do – and what they can do for you.

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Financial planning

What Should a Woman Ask For In A Prenup?

Here’s what you should know about what a prenup is as well as what it does, how it functions, and how a prenup can impact your personal finances.

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Tax

RSUs Vs Stock Options

Learn about the tax implications of RSUs and ISOs.

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Investment

What is a Taxable Investment Account: Understanding the Basics

What you need to know about a taxable investment account.

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Tax

What is the 2024 Gift Tax Limit?

Learn about the gift tax limit and rules for 2024.

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Financial planning

Five Steps To Create a Trust

How to Set Up a Trust: A Step-by-Step Guide.

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Financial planning

When is the Best Time to Buy Life Insurance?

When should you start considering life insurance?

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Advisor

How Much Does a Financial Advisor Cost?

Financial advisor fees come in a variety of structures.

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IRA

Step by step guide To See If A Backdoor Roth IRA Is Right For You

Understand the ins-and-outs of a Backdoor Roth IRA.

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Financial planning

What is a 529 Plan?

Learn what a 529 plan is and how to create one.

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401(K)

What is an Employer Match? And Why You Should Still Contribute

Employer matches can have a large impact on your financial future.

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Budgeting

Should You Lease or Buy a Car?

If you're in the market for a new car, you may be wondering whether you should lease or buy.

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Advisor

What does a Financial Advisor Do?

Managing finances can be a complex and overwhelming task, especially for those who lack financial expertise.

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Financial planning

How Much Money Should I Have in my Emergency Fund?

Emergency funds are an essential part of your financial well-being.

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Budgeting

Budgeting Tips Once You Hit 30

Once you reach your 30s, it is essential to start thinking about your financial future.

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Retirement

How to Retire at 60

How retirement saving works, how much money you should plan to retire comfortably at age 60, and different ways to save for retirement.

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401(K)

How to Maximize Your 401k Savings by Age

Tips for each age group to maximize 401k savings: understand retirement goal, consider employer contributions, increase contributions with age.

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Advisor

How Much Does a Financial Advisor Cost?

Discover the factors that determine the cost of hiring a financial advisor and the average fees.

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