Successfully Navigating the VMWare Acquisition by Broadcom: A Guide to Handling Your Employee Stock Options and RSUs

In this comprehensive guide, we will delve deep into the intricacies of the VMWare-Broadcom acquisition, and what it means for your employee stock options and RSUs. We’ll provide you with the knowledge and strategies you need to navigate this complex process confidently, while avoiding costly mistakes and missed opportunities.

Cash is King? (there's a catch)

With interest rates at high levels some people think “Cash is King”. Is it? Recently, I spoke to Rachel Christian from Penny Hoarder on how people are putting money in places that have been safely ignored for the last decade (or even several). I’ve included my full insights in the blog below, including what you can do to keep this going, or even benefit when interest rates begin to fall.

How to reduce your 2023 tax bill

With tax season in the rear view mirror, most people want to move on from taxes. Taxes are upsetting, but running away won’t make your (financial) life any better. Recently, I shared some key tips with Jo Constanz from Bloomberg on key tax tips for 2023. For my full insights, and a link to the Bloomberg article, read this blog.

Buying a rental property for your college-aged child

As high school students and their parents finalize college plans, some families are turning their attention to a bold financial move to avoid high-cost college housing. What’s that? Buying a rental property for their child (and their friends) to live in. Several months ago I spoke to Ingrid Case at Money magazine, and in this blog I’ve included my full insights on the topic.

How to balance saving for college and retirement

As college acceptances roll in, parents with children of all ages continue to consider ways they can help their children financially now, and in the future. And because many people are having children later in life than their parents might have, the competing interests of saving for college and retirement tend to be more pronounced. Here’s how to find balance between these two competing financial goals.

Mixed Signals: Record Low Unemployment As (Some) Industries Contract

2023 is off to an odd start with huge job losses in high-growth industries like tech, yet earlier this week unemployment hit a 53-year low. Clearly, various parts of the economy are affected in very different ways. In the fall, I spoke with Panos Mourdoukoutas from International Business Times on rising interest rates and inflation, and I’ve included my full thoughts along with an update here.

Rising Rates:  How Inflation Is Affecting the Housing Market

High inflation has caused interest rates to rise quicker than we’ve seen in the United States in more than 40 years. Why? As previously discussed, inflation is a dynamic and impactful symptom of an overheated economy. As everyone tries to keep up with inflation, it tends to become self-sustaining until, like a fire, it is smothered and stopped. It goes without saying that inflation can directly impact the housing market. Here’s what this means if you plan to buy or sell a home, or recently completed a transaction.