Homeowners Policy Review - Part 2 of 2 [video]
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Let's review our Homeowners Insurance policy together. We're talking Coverage B - Other Structures, Non-Covered Hazards, and Personal Liability Coverage in this video.
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Financial Blog For Busy Professionals & Impact Investors
Homeowners Policy Review - Part 1 of 2 [video]
/![Homeowners Policy Review - Part 1 of 2 [video]](https://images.squarespace-cdn.com/content/v1/5c1b1a77e17ba3747352f631/1725387371595-HL644JSSN34JK1GIUX0H/Homeowners+Insurance+Policy+Review+%281+of+2%29.png)
Let's review our Homeowners Insurance policy together. We're talking deductibles and Coverage A - Dwelling Protection in this video.
Read MoreRestricted Stock Units (RSUs) [video]
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Restricted Stock Units (RSUs) are becoming more and more popular. Many people are confused about how to best handle them and feel paralyzed. You just need to understand the tax consequences and have a plan for when they vest. Here’s what you need to know.
Read MoreOur Current Chore System [video]
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Basic Non-Paid Chores, Paid Chores, and an Annual Goal Page. That pretty much sums up our chore system. What's yours?
Read More4 Things To Do When Moving from W-2 to Consulting Status
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I made a lot of mistakes when transitioned from a W-2 employee to a self-employed consultant. I wasn’t yet a financial planner and nobody in my life at the time had gone through this process. Here is what you need to know to have a much smoother transition than I did.
Read MoreAsset Location - Why are My Accounts Performing Differently? [video]
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Once you start having different types of accounts, we need to be aware of the tax piece and this concept called asset location. There's different types of accounts that we can use to hold and invest our money. Each of those types of accounts have different tax characteristics, and we can use those differences to our advantage.
Read MoreContemplating a Career Change? [video]
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Whether you are looking for more flexibility, better pay, or just a more satisfying way to spend 40’ish hours a week, here is what I will need from you to chart out the transition and support you during the process.
Read More![When HSAs get Complicated [video]](https://images.squarespace-cdn.com/content/v1/5c1b1a77e17ba3747352f631/1716402481214-SN11FNLSZY7KC9X68NMP/When+HSAs+get+Complicated.png)
Why I ask both spouses to be part of the planning process [video]
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Why I ask both spouses to be part of the planning process
Read MoreDon't miss this opportunity if taxable income dips [video]
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Don't miss this opportunity when your taxable income dips
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