Managing Your Investments – It’s a Balancing Act
The current health crisis and its impact on our jobs, our daily lives and our investments has many of us feeling confused and uncertain. Things change daily, and sometimes by the hour. It’s difficult to plan. So, what do you do? First, don’t panic. Take a deep breath. Be sure you are doing what you […]
Tax Refund or IOU, IRS? Tips for Managing Either
Tax season is upon us. Hopefully, you paid attention to my previous blog about getting prepared, and have all of your tax-related documents ready for the big tax appointment day. Don’t put it off! Even if you think you will owe money, it’s better to find it out sooner rather than later so you can […]
Preparing for Taxes: A 2020 Checklist for Tech Employees
Preparing for taxes can be a doozy of a task… and not just for accountants. Yes, while some filings are easier than others for us, you’ve still got a lot to sort out on your own before you ever come in to see someone like me. I know, I know. Unfair. Especially since most tech […]
What You Need to Know About the SECURE Act
Are you feeling insecure about the SECURE Act? Well, knowledge is power. Here’s what you need to know. The SECURE Act is the retirement bill signed into law in December that changes a number of rules related to tax-advantaged retirement accounts. In case you’re wondering what SECURE stands for, the full name of the act […]
Grow Your After-Tax Retirement Savings Via a Mega Backdoor Roth
Does your company have an in-plan Roth conversion program? Are you taking advantage of it? If not, you may be missing out on one of the best retirement savings strategies than has come along in years. A Mega Backdoor Roth, as it’s called, allows you to contribute additional after-tax dollars over and above the annual […]
Time to Fall Back: Reset Your Clocks, Recheck Your Goals
Have the big plans you made at the beginning of the year come to fruition? When was the last time you did a recheck to assess your progress? Now is the time! As you reset your clocks to “fall back” it’s also the perfect time to fall back into a look the goals you […]
How Do You $pend Your Time?
Is your mantra “If I only had more time”? It seems, in our world of 50-hour (at least) work weeks and a long list of personal and domestic tasks to get done, “time” is a dwindling commodity. But it doesn’t have to be. Let’s figure this out… How much is it actually costing you in […]
What Kind of Saver are You?
Most of us have been told at some point in our life that it’s important to “save.” Yet as I’ve worked with clients and their money over the years, I’ve noticed that the concept of “saving” has multiple interpretations and approaches. Some people just do it naturally and don’t even realize what they’ve accumulated. Others […]
Use Your IPO Stock Options to Buy a House
Living in an affluent city where tech companies thrive has its perks. For one thing, there are plenty of career options. But it also has its downsides. Like paying through the nose for a place to live: whether you rent or buy. ???? ???? When an “average” house costs $1 million, the dream of buying […]