Mar 1, 20214 minThe Benefits of Stock Purchase PlansIf you work at a tech company, there’s a good chance you’re eligible to participate in an employee stock purchase plan (ESPP). These...
Mar 1, 20214 minStudent Loan PlanningAs student loan payments will likely resume for most borrowers sometime in 2021, now is a great time to review your strategy. Let’s take...
Mar 1, 20214 minNavigating the Microsoft 401(k)Microsoft has a comprehensive benefits package. Many of these benefits have the potential to build a solid financial planning foundation....
Mar 1, 20212 minWhat is the Role of a Financial Planner?A financial plan is a map of where you are trying to go. It encompasses where you are today, your goals, resources, and your desired...
