Financial planning insights for real life.
Notes on money, transitions, retirement, taxes, estate planning, and the emotional side of wealth.
RSUs Just Vested. Now What? How to Decide When to Sell
Your RSUs vested, the shares are sitting in your account, and holding feels easier than deciding. We walk through how to think about selling versus holding vested RSUs, the tax reality most people miss, and why doing nothing is its own decision.
What to Do With an Inheritance: A Guide to Honoring the Past and Planning Your Future
Receiving an inheritance can feel overwhelming. This guide walks through how to approach inherited money thoughtfully, from taxes and investments to long-term planning decisions.
When Ego Enters the Portfolio: What Behavioral Finance Reveals About Confidence and Bias in Investing
Behavioral finance research shows that confidence and bias can shape investment decisions in powerful ways. This article explores how ego, overconfidence, and psychological dynamics influence financial leadership and what investors can look for when evaluating financial advisors.
The Great Wealth Transfer: Estate Planning for Multi-Generational Families
The great wealth transfer is reshaping how families approach estate planning. Learn how multi-generational strategies can help reduce taxes, structure trusts, and prepare the next generation for long-term financial stewardship.
Employer Equity: A Key Part of Your Wealth-Building Strategy
Stock options and RSUs can be confusing, but they also hold real potential. Learn how to approach your employer equity with clarity and strategy.