Four Hard Truths
Whether your plan is in your head, in an Excel spreadsheet, or managed by a professional, there is no doubt that these four hard truths must be accepted for your money to have a chance at outliving you.
Financial planning for tech professionals with company stock ready to integrate it into their financial life.
Clarity, Control & Intention
Whether your plan is in your head, in an Excel spreadsheet, or managed by a professional, there is no doubt that these four hard truths must be accepted for your money to have a chance at outliving you.
In retirement, you will begin spending down your assets and stop receiving a paycheck. This is one of the most difficult mind-shifts we go through in our lifetime. But it doesn’t have to be.
There are many mistakes we can make when investing, the most significant of which is sitting out of the market. Most of the others lead us to the conclusion that we should sell our portfolios and "wait for a better time to invest."
In this “bullet point post,” I’ll share what I believe you need from your Financial Planner (even if that might be you!)
Most people will delay paying tax as long as possible. We see this quite often in taxable investment portfolios where you can choose to sell investments with gains or losses when readjusting your portfolio.
How can we find joy in our spending? When we know it aligns with our values and goals. This sounds simple but is not so easy to do in real life. First, we don’t often think about our values. Things like good health, caring for family, or securing a thriving future do not come to mind as we browse online or stand in the grocery store.