Financial Advisor Insights

Should Married Couples Combine their Finances?

What's the best way for married couples to manage their financial life? This is a true "iceberg" question - seems innocuous enough but there's a lot going on under the surface. There can be a wide […]

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What Happens to Stock Options if I Leave the Company?

It's common for employees to move around, especially in the startup world. Before signing a new offer letter, make sure to understand what could happen to your stock options, restricted stock units, […]

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3 Things You Should Know About Your Parents' Estate Plan

Estate planning discussions are seldom had between loved ones. And understandably so - asking your spouse or parents to discuss their own mortality isn't exactly a conversation many of us have over […]

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What's the Difference Between a 401(k) and 403(b)?

How is a 403(b) different from a 401(k)?

Although 401(k) and 403(b) retirement plans are very similar, there are some key differences between the two. If you recently changed jobs and aren't sure how […]

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The Stories We Tell Ourselves About Money

Growing up, kids are taught very simple facts about money: you need to earn it to pay your bills and save it to retire and buy things you want along the way. Yet, as we get older, these basic facts […]

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How to Use a Roth IRA, Even When You Earn Too Much

If you have an old 401(k) or 403(b) retirement plan, now may be a good time to consider converting to a Roth IRA. Diversifying your retirement savings can really pay off down the line for some […]

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Retirement Planning with a 403(b)

Although the 401(k) retirement plan is more common, many Americans have access to a similar employer-sponsored retirement plan called a 403(b) plan. 403(b) plans are generally used for nonprofit […]

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Beware of the Deferred Compensation Plan

A nonqualified deferred compensation plan (NQDC) allows executives to defer income until a later date, therefore avoiding paying income tax until the money is paid out. While the cash is in "deferral […]

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Saving for Retirement with a 401(k) Plan

One of the most common ways Americans save for retirement is through a 401(k) plan offered at work. As 401(k) plan assets typically represent a considerable amount of an individuals' retirement […]

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Real Estate as Part of Your Investment Strategy

by Kristin McFarland, CFP® on February 21, 2018 in Home buying, Real estate

Real estate is often a big part of an individual’s net worth, whether by accident or design. In the last 10 years, we’ve seen a tremendous comeback in the real estate market across the country. […]

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