Teaching Children Money Habits

Teaching Children Money Habits: An Interview with Sam Renick, creator of Sammy Rabbit. Enjoy this interview with Sam X Renick, the creator of Sammy Rabbit! Teaching Children Money Habits Have you struggled with teaching your children positive money habits? Are you looking for resources to teach your children or grandchildren about how to think about…

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Learning From Investment Fads

As we are midway through the year, it can be a good idea to take stock of what happened so far, and what we can learn from the investment fads so far this year. Looking back is an important activity as we seek to progress. It’s not about beating ourselves up for mistakes or feeding our…

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How is RSU compensation taxed?

Do you work at a publicly traded company? Is your company about to go IPO? Are you curious about how to think of your RSU compensation and how it’s taxed? Do you receive RSU compensation? Have you been curious how your RSU stock compensation gets taxed? Well, then this video is for you! Enjoy the…

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Improving Your Investment Skill

Portfolio returns and achieving financial goals are largely a function of two inputs: investor skill and luck. Oftentimes, those inputs get confusing – identifying what is skillful and what is luck/chance. Let’s learn how you can be improving your investment skill. Rule of Thumb A basic rule of thumb is that anything you cannot personally…

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Helpful Checklist – Biden Tax Plan!

Are you like me? Does it drive you nuts when companies force you to hand over your email address to obtain a helpful piece of content? Yep, I felt we were kindred spirits on this one. The helpful piece of content in this post is a checklist of issues to consider if you are earning…

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Don’t Worry, Be Happy

These days it seems there is so much to worry about. The media is replete with news of shootings, civil unrest and the global pandemic. Financially, there are concerns about inflation, taxes and deficits. Life, with all its trials and uncertainty, provides ample opportunities to worry. If we aren’t careful, we could be consumed with…

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Selling your current primary residence?

It’s a fairly straight-forward scenario. You are selling your current primary residence. You don’t own other properties and have no interest in buying a new home immediately. Instead, you move out of your current primary residence. You stage your home for showing (and to seek top dollar sale price!). Then, you begin renting a new…

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How Are Your Resolutions Doing?

How are your 2021 resolutions doing? We are three months into 2021 and there is a good chance that half of all the New Year’s resolutions have already failed. A long-term study by the University of Scranton found that less than 10% of resolutions become part of our lives1. The Key to Progress Such a…

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One Year Later…

At certain anniversaries it can be helpful to pause and reflect on what happened over the past year and what, if anything, we can learn from and improve upon going forward. Pause and reflect We are now one year after COVID was recognized as a global pandemic, the market dropped off precipitously and, unbeknownst at…

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