Hey there, investors! Let’s talk about something that might sound a bit boring but is actually pretty cool: bonds. Don’t worry; I’ll keep it light and easy to understand. So, What’s a Bond Anyway? Imagine lending money to a friend, and they promise to pay you back with...

Hello, forward-thinking Millennials! As high-income earners, you’ve likely encountered the term “Restricted Stock Units” or RSUs, especially if you’re working in the tech industry. These are increasingly common in employee compensation packages and can play a vital role in...

Inheriting money is often a complex process, emotionally and financially, typically involving the loss of a loved one. It’s not the most light-hearted topic, but it’s critical to equip ourselves with the necessary knowledge to make well-informed decisions. As the saying goes, “Knowledge...

Estate planning may seem like a distant concern for millennials who are focused on building careers, paying off student loans, and navigating the early stages of adulthood. However, this crucial financial step is not just for the older or wealthy individuals. An estate plan is an essential tool that...

As a financial planner, I frequently encounter questions about 401(k) rollovers from clients who are changing jobs, retiring, or otherwise altering their employment situations. There’s often confusion about whether rolling over a 401(k) is the right move, and what the process entails. In this...