Navigating Stock Compensation
Navigating stock options can seem complex because there are multiple types and often new terminology. In this article we will explain the two types of equity compensation and provide clarity on the terminology often used
Setting Your Holiday Budget
When you create a spending plan and you stick to it, you win! You can enjoy the holidays with your friends and family knowing that you were able to provide meaningful and personalized gifts without your family suffering the consequences of overspending. You never know, you may start a new tradition of actually looking forward to the holiday season!
Tips & Tricks for Holiday Meal Planning
Find efficiency techniques for holiday meal planning. In this post I share the timeline that I use when planning for holiday celebrations to hopefully save you some time and thinking.
The Corporate (Rat) Race
Learn financial strategies to maximize your current resources and pursue of a more meaningful life. You can attain the unattainable as you combine the success of your present with the goals of your future.
Shepherding Smart Spenders
Learn how to encourage mindful spending habits in your kids. Teach them to be intentional about their decisions and to be wary of impulsive spending.
Rug Rat to Roommate: When your Adult Child Doesn’t Move Out
Tips to successfully live with adult children. Learn to navigate your expectations and encourage their independence without sacrificing your sanity or your relationship.
Donations to Dollars: There's an App for That!
Donating items to charity is easy, but tracking what is donated and the value of the items donated is not as easy. See our app recommendation to make the process as easy as possible.
Compensation is More than Cash
Helping your adult child navigate their employee benefits and conversation tips for why starting at a young age can put them ahead of their peers.
What Financial Planning and the Dentist Have in Common
Identifying and overcoming self-created barriers that impede your ability to reach your goals.