Just as you have unique goals and ideas of success, your definition of “peace of mind” is special to you as well. Ask yourself...
Read More Year-end tax planning is essential for everyone, especially considering taxes are one of the biggest expenses people pay annually. Tech employees face some additional...
Read More Picking a college is one of the biggest decisions your child will have to make—several financial and personal factors are at play. As a...
Read More I recently attended a great conference that focused on maximizing the benefits of employee stock ownership. Among the many takeaways, one that stood out...
Read More 1. Do you act as a fiduciary? A fiduciary means that I'm legally, ethically, and morally required to act in your best interests at...
Read More For a country that’s developed broad access to wealth and financial advice, there’s still plenty of anxiety surrounding money. In fact, about 77% of...
Read More Pursuing a work-optional lifestyle takes a commendable amount of preparation, self-discipline, and personal drive. If you’re seeking to step away from your full-time job,...
Read More The tech industry pioneered the idea of using equity as a form of compensation for loyal employees. Nowadays, it’s incredibly common for equity to...
Read More Sometimes it seems like financial planning has a shroud of mystery. But that doesn't make it intriguing; it just makes it inaccessible and hard...
Read More Stock options can be excellent wealth-building agents, and using them to the fullest helps you reach your financial goals. But with so much complexity...
Read More You’ve excelled in your career as a tech professional, and your compensation is progressing—it’s exciting to see all the things you can do with...
Read More If you’re considering an early “retirement” or work-optional lifestyle, you’ll need to be able to support yourself in ways other than your retirement accounts....
Read More Socially responsible investing (SRI) is an investing philosophy that helps value-driven investors align their investments with their desire to do good. More than ever,...
Read More People tend to think of adult life in two stages: when they work and when they retire. But as of late, the idea of...
Read More We know certain things are good for us, such as getting enough sleep, exercising regularly, and eating our vegetables. But just because something’s good...
Read More As far as technology has advanced, it’s far too easy to stand in your own way when it comes to making good financial decisions....
Read More Stock options have become standard for tech industry workers, but understanding equity compensation is neither intuitive nor straightforward, especially regarding your financial goals. Your...
Read More Whether you realize it or not, the way you choose to spend money often correlates to your values and beliefs. From buying groceries to...
Read More You hear stories of employees at tech companies becoming millionaires overnight, thanks to their share in the company’s stock. With the potential for a...
Read More Here are seven things you need to know It’s not a secret that the tech industry is full of hard working, talented people who sometimes...
Read More Even the most seasoned investors are prone to their influence In a battle between the facts and biases, our biases often win. That’s because...
Read More Six areas of personal finance to review You may think financial planning consists of paying your bills every month. But it is so much...
Read More Why go it alone on this important journey? If you’ve ever worked with a coach to fine-tune your athletic performance, or gained valuable insight...
Read More Five ideas for implementing your vision Are you a decision maker? Of course, you are. You’ve made major decisions about your life, your family,...
Read More The IRA that changed the retirement savings landscape You can sum up the appeal of a Roth IRA in three words: federal tax benefit....
Read More When it comes to being a successful investor, why does it seem easy for some, but so, so challenging for others? Here’s a hint…...
Read More I write this as my kids work on their math schoolwork a few feet away from me. There is much giggling and chatter, so...
Read More Recently, the $2 trillion “Coronavirus Aid, Relief, and Economic Security” (“CARES”) Act was signed into law. The CARES Act is designed to help those...
Read More This week has been bad news all around... the one-two punch of historic stock market declines combined with a global pandemic has everyone feeling...
Read More Focusing on Your Strategy During Turbulent Times Concerned about your investments? Market volatility can be confusing…and scary. If investing makes you queasy, does...
Read More When I changed careers to become a financial planner, I didn’t really know what it would look like and what my day-to-day activities would...
Read More Happy New Year! (Does that phrase expire after January 15th?) This week I am celebrating the 1-year anniversary of Brightview Financial! And what a...
Read More Women have unique challenges when it comes to finances. For most women, taking control of their financial future is particularly important due to some...
Read More Why are people more afraid of flying than driving, even though car wrecks are far more frequent? As one academic suggests, “in a car,...
Read More Avoid these situations, if you can. Pursuing your retirement dreams is challenging enough without making some common, and very avoidable, mistakes. Here are nine...
Read More Do bad money habits constrain your financial progress? Many people fall into the same financial behavior patterns, year after year. If you sometimes succumb...
Read More The good news for parents and their college-bound kids: The U.S. Department of Education’s Free Application for Federal Student Aid (FAFSA®) makes it relatively...
Read More Financial planning is not just about how much you make and how much you save. Here are some planning tips on protecting what's yours....
Read More Have you ever mapped out your financial timeline? If you’re like many Americans, it may have been more difficult than anticipated. One of the...
Read More Did you happen to see the financial news this week? Did you think you should probably DO SOMETHING about it? Some of the best,...
Read More In the first two installments of my three-part “hidden in plain sight” investment strategy series, I covered the importance of staying invested to earn...
Read More In my previous post, I described why most investors should ignore the never-ending onslaught of unpredictable financial news and tend to three strategies that...
Read More