During a time of economic volatility, rising living costs, and frequently changing interest rates, building true financial resilience is no longer optional—it’s essential. What used to be considered prudent financial planning now falls short in a landscape shaped by persistent inflation and evolving work models. Today’s investors must think beyond basic budgeting and take a consultative approach that reinforces adaptability, structure, and long-term vision.

Exiting your business isn’t just a transaction—it’s a transition into a new phase of life. For many business owners, the sale of their business represents their largest financial event to date, and the planning required to make it successful begins long before any offers are received. Here are the key financial considerations every business owner should prioritize when preparing for a sale and retirement.

Planning for retirement isn’t just about picking a date on the calendar—it’s about defining what financial clarity and personal freedom look like for you. That’s the difference between being retired and being unemployed. In this article, we’ll walk through several key components of retirement planning to help you stay on course toward long-term financial security—on your terms and your timeline.

In this comprehensive guide, we will delve deep into the intricacies of the Informatica-Salesforce acquisition, providing Informatica employees with the knowledge and strategies required to navigate this complex process confidently, while avoiding costly mistakes and missed opportunities.

Many executives think of the process of wealth management as beginning after money has been made. Unfortunately, that can be a costly mistake for those who overlook opportunities to grow their wealth by taking actions that can increase their compensation. Specifically, this relates to employer stock-based compensation, which for many executives makes up the majority of their potential compensation package.

Many executives and employees take the standpoint of treating employer stock differently from any other investment, or sometimes not as investment at all, because it is received as compensation. This is precisely why many people fall into the trap of resorting to extreme measures when they encounter unfamiliar or uncomfortable circumstances. Read our blog to learn how to handle this differently.

The IPO market was supposed to bounce back this year. But as soon as larger deals began to gain momentum, especially in tech and biotech, it began to stall again. Keep reading to learn more about this recent trend in the IPO market, and what is needed for this to change.

Have you ever thought about how long it would take to actually feel ready to retire? Many assume it’s just a matter of reaching a certain age or saving enough money. But the reality is more complicated. Simply waiting to plan until you’re at retirement’s doorstep is not the most effective approach—and could actually delay your ability to retire. Equally important to thriving in retirement is having a plan for how you’ll spend your time.

Many people often consider ways to save more money, yet they frequently overlook one of the most painless methods to reduce spending and financial loss: protecting themselves from identity theft. This financial threat can quietly (or loudly) drain your resources, and it’s crucial to understand how to safeguard your financial life. To help you avoid becoming a victim of identity theft, here are some proactive steps you can take.

Much to the surprise of homebuyers, falling interest rates may be a mixed bag. Yes, you heard that correctly. How come? That’s because the price of all financial assets and interest rates are closely related. Excluding other factors, they tend to move in opposite directions. Keep reading to learn how falling mortgage rates may affect buyers.

Analysis leads to paralysis, and this holds true for homebuying. Right now, many people are fixated on mortgage rates. As a result, many homebuyers are sitting on the sidelines because mortgage rates are high. Higher rates scared off many buyers, and it’s better to look when LESS PEOPLE are competing to buy a home, NOT more. Here’s what you need to know if you’re considering buying, or selling, a home sometime soon.

With the combination of high mortgage rates, sky-high home prices, and scarce inventory, housing market conditions are more challenging than they have been in a long time.

That’s why we wrote this blog to understand the motivations of both buyers and sellers in the current market, in the form of a dialogue.

Year after year, most people ‘leave money on the table’ by neglecting small actions they can take to reduce their tax bill. This happens in spite of the fact that most actions require very little effort, and people hate paying taxes. That’s why we created the ‘Tax Cut Challenge’. Keep reading for 7 easily implemented actions you can take to reduce your tax bill for 2023.

In this comprehensive guide, we will delve deep into the intricacies of the VMWare-Broadcom acquisition, and what it means for your employee stock options and RSUs. We’ll provide you with the knowledge and strategies you need to navigate this complex process confidently, while avoiding costly mistakes and missed opportunities.

The imminent IPO of Klaviyo has sent ripples of excitement throughout the tech startup community. Here's what the highly anticipated IPO of Klaviyo means, for employees who have stock options and RSU, as well as the broader tech IPO market.

With interest rates at high levels some people think “Cash is King”. Is it? Recently, I spoke to Rachel Christian from Penny Hoarder on how people are putting money in places that have been safely ignored for the last decade (or even several). I’ve included my full insights in the blog below, including what you can do to keep this going, or even benefit when interest rates begin to fall.

Real estate decisions can be a polarizing topic for many families, not just because it is often the largest financial asset they own, but also due to differing opinions on whether it should be considered an investment or a living expense. Recently, I shared my insights with Nathan Place from Financial Planning magazine, and in this article I’ve included my complete thoughts.

With tax season in the rear view mirror, most people want to move on from taxes. Taxes are upsetting, but running away won’t make your (financial) life any better. Recently, I shared some key tips with Jo Constanz from Bloomberg on key tax tips for 2023. For my full insights, and a link to the Bloomberg article, read this blog.