Freeze your Credit [video]
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Freeze your credit. Here is why and how it is different than a lock.
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Financial Blog For Busy Professionals & Impact Investors
Venmo Scams [video]
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Next up - Venmo scams. This is my series on identity theft prevention and cybersecurity.
Read More![QR Code Scam [video]](https://images.squarespace-cdn.com/content/v1/5c1b1a77e17ba3747352f631/1706918938948-R3TJIIAQTFYKEOBQJTR5/Ask+Linda+%283%29.png)
The Sustainable Gifts I am Giving This Year
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Great products by great companies. Here is this year’s guide.
Read MoreThe Gift of a Financial Plan
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I have completed dozens of financial plans that were gifts - the person paying for the financial plan was different from the person going through the process and receiving the financial plan. Here is what to expect if you are interested in giving (or receiving) a financial plan this year.
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Ask Linda: Gifting Stock to my Child
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I want to gift some of the concentrated stock in my brokerage account to my adult child. I am tired of managing the stock and feeling like I need to stay on top of the earnings reports, news, etc. I would rather gift it to him and have the rest of my portfolio in low-cost, diversified positions. The stock has a very low basis and will incur a large amount of long-term capital gains upon selling. What are your thoughts?
Read MoreDo you need a Living Trust?
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More Privacy. More Control. Quicker distribution to beneficiaries.
Read MoreHow to Title your Assets
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How should you title your assets? This guide will help you understand your options,
Read MoreIf Something Happens to You, What Happens to Your Pet?
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Many people expect that a family member or friend will care for their pet if something happens to them. While that would be an ideal situation, sometimes the owner has reasons to believe that will not be possible.
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