Wondering if you’re doing all you can to leverage the savings and investment tools at your disposal? If you currently contribute to a traditional IRA, a Roth conversion might be the next step to take to optimize your financial life and further work your wealth. When you do a Roth conversion, you take money from…
Wondering if you can afford to pay yourself more? Know you need to reduce spending to save more towards your goals, but not entirely sure where you can cut costs? Or maybe you’re thinking about making a new hire or investing in a business coach. Can you afford to do that — or do you…
Have access to an ESPP but have no idea how to work it? You’re not alone. This is a type of benefit not offered to everyone, so figuring out the best way to leverage it or fit it into your financial plan can be tough. An employee stock purchase plan, or ESPP, is a benefit…
What kind of compensation do you receive from your employer in exchange for doing your job? You might just say, “my paycheck,” but that’s probably not the only kind of compensation you receive. Your company benefits count, too — and can do a lot to help your personal bottom line. Your benefits, for example, might…
In addition to opening up with your significant other and getting through some tough money conversations together, you need to be able to communicate about finances with two other important people in your life: Your parents. Yes, it can be awkward to ask your parents about money — especially about their money. (Can you believe…
You love your parents and feel grateful for everything they’ve given you in life. And while you care about them deeply, you know that money management isn’t their strong suit. Whether they heavily rely on you or you just want to plan ahead in case they need you one day in the future, figuring out…