Sherpa or no Sherpa? Guide or no guide?

Sherpa or no Sherpa? Guide or no guide? How do you like to climb mountains? Are you a DIY climber or do you choose to hire an experienced guide? Go alone, or hire a guide? Which option is better, to go it alone, or to hire a guide? Your answer to this question will help…

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Did you know there’s a 0% tax bracket?

Did you know there’s a 0% tax bracket? You can pay 0% tax rate below certain income thresholds on your long-term capital gains. And you can take advantage of this 0% tax bracket by carefully reviewing your tax planning each year! But these would be gains taken in a brokerage account, NOT a retirement account.…

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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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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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Why ‘average returns’ DO NOT matter in retirement!

Do you have retirement on your mind? Have you already retired in the last year or two? Average return is misleading As you think about your retirement and investment portfolio, it’s common to focus on achieving an “average return” and think that’s your ticket to not outliving your retirement savings. But do you understand that…

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