Financial planning for tech professionals with company stock ready to integrate it into their financial life.
Clarity, Control & Intention
In today’s busy world, you might often feel like you’re drowning in responsibilities to your family, coworkers, clients, and even your neighbors. There’s always someone or something saying you ought to be doing something.
Some people are concerned about spending their extra cash, while others are concerned that they’re not investing it. In either case, this situation can easily be avoided through a simple process that makes your cash work for you.
How should you invest the money you plan to spend in 2 years to buy a house/boat/car or go on a trip? The answer is, you shouldn’t. In this blogpost, we discuss how to truly get into the mindset of a long-term investor by projecting your net cash flows over the next five years and being sure NOT to invest them.
Having more income than you spend feels good, yet it’s crucial for us to recognize that this is, in fact, necessary. If you ever want to spend any time without income in your life – whether it’s retirement, a sabbatical, or whatever – then you must earn more than you spend.
Health Savings Accounts (HSAs) are available if you are in a High Deductible Health Plan. In other words, if you are in a health plan that qualifies as a cheaper plan with a high annual deductible, you can open an HSA along with it.
There are only four things you can do with your money: pay taxes, spend it, invest it, or give it away. That’s it. Not very exciting, is it. What is important, is how you use your money to get the life you want.
