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Difference Between Stocks & Bonds

Sometimes finances can be a little crazy. It can be a little intimidating to start delving into the monetary world for those of us who may not be so financially savvy. And sometimes the terms seem as...

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What is a Will

A will, also known as a “last will and testament”, is a legal document that states the final wishes of a person who is dying or already dead. A county court reads the will after the death of the will’s...

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What About My 401(k)? Retirement Planning for Newbies

Working in the tech industry comes with a lot of perks and benefits, but none are quite as ubiquitous and helpful as a 401(k) plan. However, for a lot of people, they don’t really understand how this...

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5 Biggest Mistakes Tech Employees Make With Their Restricted Stock Units (RSUs)

Working for a major tech company comes with a lot of benefits, but one of the most common can also be the most confusing – Restricted Stock Units. Back in the old days (pre-2007), up and coming tech...

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Difference Between Medical POA vs Durable POA

What is the difference between a medical power of attorney and a durable power of attorney? Life happens, and we can’t stop accidents, illnesses, and aging from happening. We don’t want to think about...

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5 Estate Planning Docs Everyone Should Have

Although it is often difficult to consider the end of your life, it is essential to have an estate plan in place. Since it is impossible to know exactly when the end of your life is coming, you should...

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9 Ways to Invest $10,000

Whether you’ve saved $10,000 or came into it another way, you may want to look at the best way to invest it for your future. This is a great amount to start with and there are many options of what can...

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Top 10 Reasons to Rollover Your 401k into an IRA

If you have a 401(k), you know how difficult it can be to manage it and keep up with your account. If you’ve worked a couple different jobs over the course of your career, you probably have a couple...

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15 Rules for Investing

For many young professionals transitioning into a major career position with good career pay, the hardest part about responsibly handling a larger income is investing that income wisely.  Investing...

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I Just Received a Job Offer, Now What?

If you’ve been looking for a new job and landed an offer, congrats! Job searching can be painful and time-consuming, so it’s exciting when you receive an offer. As difficult as job searching,...

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How to Maximize Your Employee Benefits

Working in the tech world is all about the perks. However, while most employees focus on the fun and whimsy of offices where you can relax as much as you work, many of them neglect the real benefits...

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What Is the Difference Between an IRA and a 401k? (And When Should I Use Each)

It’s never too soon to start planning for retirement.  All financial advisors agree that the earlier you start to save for your retirement, the better off you’ll be when you reach retirement age.  So...

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Difference Between Mutual Fund & Exchange Traded Fund

What is the difference between a mutual fund and exchange-traded funds (ETFs)? Deciding on whether you want to buy a mutual fund or an exchange-traded fund (ETF) can seem like an unimportant concern,...

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Keeping Your Digital Assets in Mind When Estate Planning

The Internet has changed so much of our lives.  Computers are everywhere. You no longer use a card catalog at the library.  Students are no longer learning cursive, but they’re starting computer...

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Everything You Need to Know About Roth IRA Conversions

When it comes to saving for retirement, one of the best things you can do is contribute to an IRA. You can do this with either a traditional or a Roth IRA, with both options giving you substantial tax...

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The Pros and Cons of Consolidating Debt

Having some form of debt is not the end of the world, but if it doesn’t get paid off, debt can rack up and ruin an excellent credit score.  You may have considered consolidating your debt into one...

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What Is An Employee Stock Purchase Plan, and How To Get The Most Benefit

When you begin to work at a larger company, you may be presented with the option to purchase stock at a rate lower than market share value. While plans differ, participating in one of these Employee...

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Term vs Whole Life Insurance

There are several different types of insurance policies available to you. Among these are life insurance and term life insurance. These may sound like they are exactly the same thing, but they are...

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The Do’s and Don’ts of Student Loan Forgiveness

If you’re one of the millions of college graduates with $100,000+ in student loan debt, it’s safe to say that you’re looking forward to the day when that number reaches $0. But let’s be honest,...

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How Much Life Insurance Do I Need?

Life insurance is a pretty big deal. It is definitely something that should be a priority in your life because it will benefit you and your loved ones. If you’re wondering about life insurance and are...

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