7 Financial Planning Myths and Truths
Financial Planning is something of a mysterious field to some, and there are a lot of myths floating around about exactly what Financial Planning looks like and can do for the average professional....
View Article10 Ways to Save More Money
Saving is an act of commission. It doesn’t happen by accident—you must actively work towards it. If you find it difficult to meet your savings goals, you’re not alone. Try these savings tips. Before...
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Financial Planning Uncovered
This post was written by Anjali Jariwala, founder of Financial Investment Tax Advisors. Anjali and I became friends after meeting at the XYPN conference and I asked her to write some thoughts on...
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When Is It OK to Buy Life Insurance on Another Person?
This article was written by Will Kaplan, principal at Halcyon Financial Planning. Will and I became friends through the XY Planning Network (a group of like-minded, fee-only planners who work with...
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How to Know if You Need an Emergency Fund
This article is a guest post written by Erik Klumpp, Founder and President of Chessie Advisors. Erik and I became friends after meeting at the NAPFA conference and I asked him to write some thoughts on...
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Why You Need to Carefully Choose a Financial Advisor
Today’s post is brought to you by Timothy LaPean, owner of Thoughtful Financial Planning. Timothy and I became friends through the XY Planning Network (a group of like-minded, fee-only planners who...
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What You Can Expect to Pay a Financial Advisor
This article is a guest post written by Scott Frank, founder of Stone Steps Financial. Scott and I became friends after meeting at the XY Planning Network conference and I asked him to write some...
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Benefits of a Great Financial Advisor
This post was written by John Wenzel, co-founder of Archvest Wealth Advisors. John and I became friends through the XY Planning Network and I asked him to write some thoughts on the benefits of a great...
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How a Financial Advisor Can Make Your Life Better
Today’s article is a guest post written by Chris Hardy, Director of Planning and Investments at Paramount Investment Advisors. Chris and I became friends after meeting at an industry conference and I...
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When to Hire a Financial Advisor
Today’s post comes to you from Trace Tisler, founder of Epic Financial. Trace and I became friends after meeting at the XYPN conference and I asked him to write some thoughts on when to hire a...
View ArticleThe Quick List of Financial Designations
Understanding financial designations is one of the first steps in selecting the right financial professional for your needs. To that end, here’s the quickest and easiest list of financial designations...
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Portfolio Theatrics: Surviving Market Volatility
There’s no question about it, the traditional investment experience is quite a ride. You know, the periods of pure euphoria when your portfolio is shooting toward the moon, followed by the...
View Article7 Financial Planning Myths and Truths
Financial planning is something of a mysterious field to some, and there are a lot of myths floating around about exactly what financial planning looks like and can do for the average tech...
View ArticleThe Ins and Outs of Stock Options and Restricted Stock Units
According the National Center for Employee Ownership, about 7.2% of employees own stock options, and even more employees have some equity in their employer. Many tech companies offer stock options and...
View Article7 Questions to Ask Your Financial Planner (And Why They’re important)
Finding the right financial planner isn’t easy. As a member of the tech industry, you’re likely experiencing a few things right now in your financial life: you have a high salary, you have unusual (but...
View ArticleHow to Improve Your Relationship With Money
What is your immediate thought when you hear the word relationship? If you’re like most people, thoughts of your spouse, family, and friends are generally the first thing that pops into your head — and...
View ArticleDo I Need a Trust if I Have a Will?
Most humans have a difficult time thinking about death, but it is a life circumstance that we all face. Part of being a responsible human is making the necessary arrangements for distribution of your...
View ArticleWhat Tech Employees Could Gain From Financial Planning Advice
Working in the tech industry is an exciting ride. You’re at the forefront of tech and societal change, you’re earning a comfortable salary, and you’re developing skills that are constantly becoming...
View ArticleHow to Properly Invest Your Money for Retirement
You have been a hard worker for much of your life. Now you are approaching the time when you’re ready to slow down and take life easy for awhile – learn to live by your internal clock instead of an...
View ArticleStock Options Fitness – Exercising Your Stocks Effectively
When it comes to company incentives, one of the most prevalent in the tech industry are stock options. However, because many tech professionals rely on financial advisers for all things stock related,...
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