by Landon Loveall | Jul 21, 2022 | Building Wealth, Employee Stock Options
Anytime we have a client with stock options and an IPO in the future (which is often), we build their financial plan around five key areas: Career Stock Options Taxes Cash Flow Investments You’ll notice that stock options are #2 and investments are #5… Yet so many of...
by Jackie Kleinman | Jun 1, 2022 | Building Wealth
Everyone loves the idea of a little extra cash on the side… ???? And with the demand for talent at an all-time high, it presents the perfect opportunity for smart employees (like you) to get some work done alongside your full-time job, and add a little extra breathing...
by Jackie Kleinman | Dec 14, 2021 | Building Wealth
When most people think of “employee benefits” these days, they think of easier-to-afford health insurance, a 401(k), and stop there. And while those are incredible benefits, they’re far from where most employee benefit programs end… They’re also not the only employee...
by Jackie Kleinman | Jul 15, 2021 | Building Wealth
???? Exciting announcement: I’ve been interviewed by Tyler Gallagher of Authority Magazine for their series on Women Leading the Finance Industry! (You can read the interview here, and it’ll also be on Thrive Global soon too! ????) In the interview, we talked about...
by Landon Loveall | Jul 8, 2021 | Building Wealth, Financial Planning, IPO
Anytime someone talks about financial freedom, you hear about passive income. It’s most peoples’ fantasy. After all… why wouldn’t it be? Who wouldn’t want to have enough money coming in to pay their bills without having to trade 40+ hours for it every week? The idea...
by Jackie Kleinman | Apr 24, 2021 | Building Wealth, Financial Planning
It’s been almost 14 very long months and we are finally starting to gradually emerge from the pandemic. Before you charge back into life as it once was, consider for a moment how the past year has impacted your attitude (and actions) toward your finances. Has it...
