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Five Reasons To Work With A Flat Fee Financial Planner
Hiring a financial advisor to help you manage your life savings is a big decision that shouldn't be taken lightly. Over the years, the financial advising industry has justifiably earned a poor reputation for the high fees and opaque compensation arrangements that...
Equity Compensation Tips For RSU And ISO Tax Planning
It can be overwhelming when you first start to receive equity compensation, especially if you're working for a startup or a smaller company where they don't have the resources to provide you education on maximizing your equity compensation. From taxes to financial...
When Should You Work With A Financial Planner?
https://youtu.be/gKJpvh-gjtM Here are three times when you should consider working with a financial planner: #1 - You have a major life transition (marriage, divorce, children). Whenever you have a major life transition, there's typically a lot of money...
Understanding Cash Flow – The Most Important Aspect Of Financial Planning
Click the following button to listen to the Do More With Your Money Podcast episode on your desired platform: Apple...
“Should I Sell This Stock Because It Has A Long-Term Capital Gain?”
Click the following button to listen to the Do More With Your Money Podcast episode on your desired platform: Apple...
Four Tax Planning Tips For 2021
We'll start with the ever-important disclaimer that this blog post is not intended to be tax advice, and you should consult with your tax professional regarding your particular situation before considering any of the tips discussed 🙂 Before we get into the tips, it's...
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