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 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 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 Woman 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 If you’ve ever dabbled in graphic design, you’re familiar with the concept of white space. When viewing an illustration, we typically pay the most...
Read More Personal finance is just that: personal. Everyone’s needs are special to them and every financial plan needs to reflect those individual needs and goals....
Read More There are a million ideas about investing out there: on cable TV business shows with loud buzzers and louder hosts, in costly investment newsletters...
Read More Happy Spring! If you’re like most people, the first quarter of the year, in terms of your finances, tends to be focused on tax...
Read More Money is driven by markets and math, right? It’s left-brained, rational, unemotional: everything many people are not. This is a common view of economics...
Read More Now that the dust has settled on your 2018 taxes, how did it go? Did you find you were paying more or less as...
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