
Blog
Invest Like a Woman: Closing the Gender Wealth Gap
More women are investing than ever, closing the financial gap and building lasting wealth. With smart strategies like diversification and long-term planning, you can take control of your future and achieve financial independence.
Is It Better to Rent or Own?
Deciding whether to rent or buy a home is one of the biggest financial choices you’ll make. Renting offers flexibility and fewer maintenance responsibilities, while homeownership builds equity and long-term financial stability. But which option is right for you?
Evaluating Funds for Your Portfolio: How to Choose Mutual Funds
While selecting the right mutual funds is important, the cornerstone of wealth-building lies in a disciplined, long-term investment approach. By starting early and investing consistently, you harness the power of compound growth, setting the stage for financial success. Diversifying through mutual funds can further enhance your investment strategy, making it more manageable and effective.
Financial Psychology: Understanding and Beating Biases
Your financial future isn’t just about numbers—it’s about mindset. Behavioral finance, the study of how attitudes and biases shape financial decisions, is changing the game. Uncover 12 common money biases in this article and gain actionable tips to overcome them.
The 5 Habits of Millionaires
What are the key habits that millionaires share? Discover the five essential habits and how being intentional and having a solid plan can lead you to financial success. Learn how to live within your means, avoid depreciating assets, boost your income, invest smartly, and the benefits of working with a financial planner.
The Best Ways to Play Catch-Up
Feeling behind in savings is a common concern among our clients. Whether you're past 40 or 50, it's never too late to start getting your financial house in order. By increasing your income or decreasing expenses, you can create the margin needed to save more and work towards a secure financial future. Click here to learn more about how you can catch up on your savings
What Are Bonds and How Do They Work?
Dive into the world of bonds with our latest article, designed for the financially curious! Learn the essentials of bonds, from their basic definitions to practical applications, and understand the different types and features that make them a unique investment option. Whether you're looking for steady income or long-term growth, our comprehensive guide will help you confidently navigate the bond market. Discover more and see how bonds can fit into your financial strategy.
Can You Retire on One Million Dollars?
Saving $1,000,000 for retirement is an impressive achievement, but its purchasing power decreases over time. This amount might not be enough to live on unless you have minimal expenses or other income sources. Diversifying your income streams and boosting your savings rate can help ensure a more comfortable retirement. Read more to learn strategies for maximizing your retirement savings and income.
Teens Can Become Millionaires
Yes, teens can become millionaires. Some might say it’s too hard, but it is possible. Starting young gives you a huge advantage.
NSOs and Taxation Part 1
If you decide to take advantage of your NSOs, make sure you understand the process, double-check that the proper taxes have been withheld, and notify your employer before they expire.
NSOs and Taxation Part 2
Understanding your non-qualified stock options and how they are taxed is important, whether you want to hold them or exercise them.
What is an Employee Stock Purchase Plan, and Should You Participate?
Taking advantage of an employee stock purchase plan can be a great way to meet your financial goals. There are some questions you need to ask yourself first.