I made a lot of mistakes when transitioned from a W-2 employee to a self-employed consultant. I wasn’t yet a financial planner and nobody in my life at the time had gone through this process. Here is what you need to know to have a much smoother transition than I did.
Read MoreWhen HSAs get Complicated
Read MoreI will be receiving an unexpected bonus shortly. I want to do something smart with the money - any ideas?
Read MoreThe 3 Biggest Mistakes I see with DIY Financial Plans
Read MoreFinancial steps to take before the wedding.
Read MoreI want to gift some of the concentrated stock in my brokerage account to my adult child. I am tired of managing the stock and feeling like I need to stay on top of the earnings reports, news, etc. I would rather gift it to him and have the rest of my portfolio in low-cost, diversified positions. The stock has a very low basis and will incur a large amount of long-term capital gains upon selling. What are your thoughts?
Read MoreMore Privacy. More Control. Quicker distribution to beneficiaries.
Read MoreMany people expect that a family member or friend will care for their pet if something happens to them. While that would be an ideal situation, sometimes the owner has reasons to believe that will not be possible.
Read MoreI remember being told that I shouldn't keep more than $250,000 at one bank since that is the FDIC insurance limit. What about my money at a brokerage institution, such as Schwab, Vanguard, or Fidelity? Should I spread my money out across brokerage firms as well? Should I spread my money out across brokerage firms as well? How do I best keep my money safe?
Read MoreWere you recently laid off? Are you being offered an early retirement package? Here is a list of actionable steps to help you navigate this period of uncertainty.
Read MoreSchedule an initial call to get a personalized quote and speak with one of our CERTIFIED FINANCIAL PLANNER™ professionals.
Join our monthly educational newsletter. We curate interesting articles, tips to protect your money, and books worth reading as your resource for all things financial.
© Planning Within Reach, 2014-2024. All Rights Reserved. Disclosure | Privacy | ADV
![When HSAs get Complicated [video]](https://images.squarespace-cdn.com/content/v1/5c1b1a77e17ba3747352f631/1716402481214-SN11FNLSZY7KC9X68NMP/When+HSAs+get+Complicated.png)
![The 3 Biggest Mistakes I see with DIY Plans [video]](https://images.squarespace-cdn.com/content/v1/5c1b1a77e17ba3747352f631/1706828046223-CZJQM1EG1Q60UVXROS9L/Ask+Linda+%282%29.png)
