Insights
Strategies To Consider When You’re Highly Concentrated In Unvested Employee Stock
What strategies should you be considering when a large portion of your net worth is tied up in unvested employee stock compensation? As with any financial planning situation, the first step is to have a clear picture of your overall net worth. Although your employee...
How I Manage My Money As A Solopreneur 🎙
On this Do More With Your Money podcast episode, I discuss how I manage my money from the perspective of a solopreneur. As always, personal finance is personal, so keep that in mind when you're listening and considering what may or may not apply to your personal...
Considerations When Your Company Goes Public (IPOs) And You Experience A Windfall
2020 has been quite the year for IPOs: https://twitter.com/GRDecter/status/1337242253581033473 The recent Airbnb IPO was another example of employee equity compensation creating a new wave of overnight millionaires....
Am I Sitting On Too Much Cash?
"I have money going to my savings account each paycheck that I don't know what I should be doing with; what should I be doing with it?" Let's start with the ever-important caveat that personal finance is personal, and as always, "it depends." With that out of...
Four Financial Tips For Newly Married Couples
One of the biggest (if not the biggest) investments you can make is choosing a lifelong partner. You and your partner must be aware of each other's values, goals, and desires as it relates to your money. There is no perfect strategy when it comes to managing finances...
Three Reasons Why Martha’s Vineyard Business Owners Need A Retirement Plan
If you're a Vineyard business owner, you probably earn most of your income from June to September. That may vary depending on your business's seasonality, but that's what I've witnessed in my experience and conversation with island business owners. Even if your...