Should I Use My Company Stock to Buy A Home?
Do you work for a company whose stock is stratospheric nowadays? Or are you sitting on a bunch of stock from a company that had a successful IPO? Is this your ticket to homeownership?Read More
Should I Pay Down My Mortgage Faster, or Invest More?
Do you have some extra money, and a mortgage, and you’re wondering whether you should put that extra money towards that mortgage?Read More
Investing in Individual Stocks is Cheap and Easy. And Dangerous.
Low-cost stock-trading platforms have been around for years. E*Trade, Schwab, TDAmeritrade. Read More
Why You Should Invest Outside of Your 401(k)
Are you already saving at least 15% for retirement, and you’ve already built your emergency fund up to cover 6 months of basic expenses, and you still have extra money to save? This is a great opportunity for a taxable investment account, also called a brokerage account.
Tech Stocks Are Going Gonzo. What Should You Do With Your Company Stock? (Video)
This Wall Street Journal article inspired a video I recorded for my newsletter this week. Tech stocks are currently Killing. It. Which is great if you own company stock. But…Read More
I have Restricted Stock Units (RSUs). Now What?
It’s good to have Restricted Stock Units, even if you don’t know exactly how they work. But that lack of understanding can be intimidating and paralyzing, and we end up just floating along, letting the RSUs “happen” to us, instead of making sure we’re getting the most out of them. It’s a metaphor for life, really.Read More
What Does Career Success Look Like in Actual Dollars?
I frequently talk about how important it is for you to build up a professional network. Cultivate an Old Girls’ Club. Spend time and money to improve your career skills and connections. In fact, it’s kind of my “thing.”Read More
What Should I Do with My Stock Options?
Your privately held company just gave you stock options, either in the initial offer or after you’ve been working there for a while. What do you do? WHAT DO YOU DO? (gratuitous 90’s movie reference for your entertainment)Read More
Playing Financial Self-Defense
Last week President Trump issued an order effectively gutting the Department of Labor’s rule that protects your retirement accounts against intentionally bad advice.Read More
