Insights

Saving all of your money in retirement accounts may be riskier than you realize. Let's talk about why a financial fortress is important and how to build one.

A couple I work with had 30% of an IRA just...sitting in cash. Here's what else we found through my six-step financial planning process.

People may think that copying the ultra-wealthy is how they can get rich too. Let's unpack why that may not be a good idea for your financial situation.

The goal with RSUs isn’t just to hold them and hope for the best. Let’s break down how to be strategic with this lucrative benefit.

Let’s break down how Roth accounts, traditional retirement accounts, and taxable brokerage accounts are taxed, and what this means for you when it’s time to access your money.

Learn how RSUs are taxed at vesting and when sold, how restricted stock units appear on your W-2, and strategies to reduce taxes. Understand RSU taxation clearly.

Let's take a closer look at how ESPPs work, their pros and cons, how they're taxed, and how to decide whether participating makes sense for you.

Let's explore the psychological concept of a scarcity mindset, its role with financial decision-making, and three ways to overcome this mental roadblock.

Let’s explore some of the basics of Health Savings Accounts (HSA) and how you can leverage it for your personal—and financial—wellness.