Financial Planning Archives

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The Market’s Gone Crazy. What Does that Mean for My Financial Plans?

The Market’s Gone Crazy. What does that Mean for My Financial Plans? Thanks to record growth in the stock market over the past decade, you’ve watched your net worth steadily climb.

What I’ve Learned About Money Since My Own Great Resignation

What I’ve learned about money two years after my own great resignation: Remember the carefree days of December 2019?

My money is in a handful of stocks. I should probably sell, but what about taxes?

In this post, I’ll talk about: How much should you sell? Once you’ve decided, how do you reduce a concentrated position?

How to Consider a Career Transition

How to Consider a Career Transition: Thanks to the pandemic, a lot of us are seriously re-considering our career and life choices. Maybe it’s because we were reminded of what’s important in our lives – family, health, purposeful work.

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