When the New York Yankees were preparing for the 1920 season, with the newest member of their team fresh of the train from Boston, they had to have a strategy to aid the conversion of the former Red Sox pitcher to a power-hitting outfielder. After 15 seasons in pinstripes, Babe Ruth’s legacy as one of […]
15 Minute Financial Advisor
You know what seems weird? I count coins as a way to relax. Atypical of my generation or probably the majority of the country, I use cash quite often, so I frequently end up with change. I usually stash it in a little Tupperware container, much to the chagrin of my wife. Silver colored coins […]
I just got the notice on Tuesday. It’s been a year since @15MinuteFA has been stalking some of the best and brightest on FinTwit, or Financial Twitter, for the un-initiated. My wife assumes it’s a bunch of money-nerds who are obsessed with investing, the markets, fiduciaries and rap. (Yes, the music style, popularized in the […]
December 2017, new tax laws for 2018 filings are enacted, February 2019, we cover Tax Planning in the fourth step of the Five Steps to Starting Your Own Financial Plan. It covers a few topics that seem to keep coming up in conversations and can make a meaningful difference with your tax returns. As you’ll […]
This week we focus on how to think about your needs, goals and priorities. Needs are going to be the basics that you have to have to survive. Goals are the things that you want to have to make your retirement, or life-after your work-for-money career is complete. And then you have to prioritize them. […]
As we continue into Step Two of Five Steps to Starting Your Own Financial Plan, we get into the topic of risk management and insurance. To keep the episode short, we only cover life insurance, and focus on when you need it, and things to think about when determining how much you need. We don’t […]
A few weeks ago, I did an episode called Five Steps to Start Your Financial Plan. Well, this episode covers the first topic in those 5 steps in further detail. Cash flow planning is the solution to the budgeting problems that people face when trying to get a better idea of where their money goes. […]
Are stock options part of your compensation package? Do you get RSU’s from your employer? Do you get some type of stock-based awards as part of your overall pay? It pays to know what you have, and the rules surrounding your type of equity awards. This week, we cover the basics of RSU’s and ISO’s. […]
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