A tale of two stock options
When tech workers first get stock options, they may be excited, having heard stories of people making millions with stock options. They may also feel nervous because they’ve heard stories of big tax bills.
A framework for equity compensation decisions
Our equity comp framework uses your priorities to design a strategy for your company stock. When we start from a point of considering each person’s priorities (instead of just their tax return), we can see how two employees with the same stock awards at the same company can make completely different decisions that are the right choice for them.
Will I run out of money?
No one has a guarantee of not running out of money in retirement, but you
FAQ about a DIY Paycheck
See our previous blog posts about Shifting from Saving to a DIY Paycheck and Build
Build a DIY Paycheck from Investments
Crafting a DIY Paycheck from investments and savings is a means to cover the gap
Shifting from Saving to a DIY Paycheck
Retirement brings many changes and chief among them is a mind shift from “save and invest” to “pull out money to live on.”
Social Security COLA: A noticeable cost of living adjustment
Starting in January, seniors will see their Social Security monthly benefits increase by 5.9% due to a cost-of-living adjustment (COLA). The upcoming 5.9% increase is newsworthy because it’s the biggest COLA in the past 40 years.
For insurance consumers: Changes in Washington state
Washington at the forefront for LTC Washington is the first state in the nation to
What is a fee-only fiduciary?
Me! And lots of other people. It is a good baseline when selecting a financial
All financial advice is good* advice
* It is all good advice. Good advice for someone, in some situation, which may