Together, Sara and Nannette take you through real life case studies about what to do with your company stock compensation. Nannette and Sara hope to… Help decode the alphabet soup
Interview: Medicare Expense Planning
If you are approaching the age of 65, you’ll soon be eligible for Medicare coverage. For many of us, this sounds like a respite from the annual changes to your
How to Choose Your New Health Insurance Plan at Work
It seems like every year health insurance gets more expensive, and more complicated. During the last 10 years, many employers have shifted to offering health plans that put more onus
Interview: Medicare Expense Planning
If you are approaching the age of 65, you’ll soon be eligible for Medicare coverage. For many of us, this sounds like a respite from the annual changes to your
The Benefits of Benefits
“My new company gave me this big packet of benefits information. Should I sign up for the …” Health Insurance? Company 401K? Group Life Insurance? Long Term Disability Insurance? Long
Your Financial Garden in 5 Easy Steps
My core clientele are busy professionals and entrepreneurs. They are ready to get serious about building their financial future, but don’t know where to start, and don’t have time to
What Happens if You Don’t Get Health Insurance?
Health insurance is easier to get these days, and more Americans are covered now thanks to the Affordable Care Act, known to many as “Obamacare”. But you do have to
Is it Time to Update Your Financial Plan?
For many of my clients, a life event or transition forces them to seek out the advice of a financial planner for the first time. You might have had a
The Benefits of Owning Renter’s Insurance
Guest Post by Jennifer Riner of Zillow Earthquakes, floods, hurricanes, tornadoes and fires seem to be occurring more frequently these days. The news regularly reports on residents who’ve lost all
