I know the tax laws changed. Should I do anything differently?
You know that our tax laws changed a lot on January 1. But what you might not know is, “What should I do about it?”Read More
My company allows me to contribute after-tax money to my 401(k). Should I?
Hopefully you’ve figured out the basics of your 401(k). Maybe you’ve even figured out whether or not you should contribute to your Roth 401(k). But are you ready for The Next Level in 401(k)?
Should you contribute after-tax money to your 401(k)?Read More
What Should I Do with My Old 401(k)?
Did you just leave your job? Or did you leave a job a loooong time ago, and just never did anything with that 401(k)?
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What You Should Know About the New Tax Bill Before Year’s End
Do you need to do anything before year’s end in anticipation of the newly reconciled tax bill, likely taking effect January 1? Read More
Is Open Enrollment Overwhelming? Just Focus on a Few Things.
Is your open enrollment deadline weighing down on you? Do you feel a persistently anxious feeling because of it?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.
What Should I Do With My Signing Bonus?
Congratulations! You’ve got a job offer! And not only did you get an offer, but the wooing company promises to give you a big fat check on Day 1 to show you how much they care. Yes, the famed Signing Bonus.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
Do Your Taxes Make You Feel Bad?
I’m doing my taxes now, and I am just so DONE. I don’t know if I’m doing them right or leaving money on the table. It just makes me realize that I don’t understand my finances as well as I want to.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
