Many people often consider ways to save more money, yet they frequently overlook one of the most painless methods to reduce spending and financial loss: protecting themselves from identity theft. This financial threat can quietly (or loudly) drain your resources, and it’s crucial to understand how to safeguard your financial life. To help you avoid becoming a victim of identity theft, here are some proactive steps you can take.

Much to the surprise of homebuyers, falling interest rates may be a mixed bag. Yes, you heard that correctly. How come? That’s because the price of all financial assets and interest rates are closely related. Excluding other factors, they tend to move in opposite directions. Keep reading to learn how falling mortgage rates may affect buyers.

Analysis leads to paralysis, and this holds true for homebuying. Right now, many people are fixated on mortgage rates. As a result, many homebuyers are sitting on the sidelines because mortgage rates are high. Higher rates scared off many buyers, and it’s better to look when LESS PEOPLE are competing to buy a home, NOT more. Here’s what you need to know if you’re considering buying, or selling, a home sometime soon.

With the combination of high mortgage rates, sky-high home prices, and scarce inventory, housing market conditions are more challenging than they have been in a long time.

That’s why we wrote this blog to understand the motivations of both buyers and sellers in the current market, in the form of a dialogue.

Year after year, most people ‘leave money on the table’ by neglecting small actions they can take to reduce their tax bill. This happens in spite of the fact that most actions require very little effort, and people hate paying taxes. That’s why we created the ‘Tax Cut Challenge’. Keep reading for 7 easily implemented actions you can take to reduce your tax bill for 2023.

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.

The imminent IPO of Klaviyo has sent ripples of excitement throughout the tech startup community. Here's what the highly anticipated IPO of Klaviyo means, for employees who have stock options and RSU, as well as the broader tech IPO market.

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.

Real estate decisions can be a polarizing topic for many families, not just because it is often the largest financial asset they own, but also due to differing opinions on whether it should be considered an investment or a living expense. Recently, I shared my insights with Nathan Place from Financial Planning magazine, and in this article I’ve included my complete thoughts.

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.

With high, persistent levels of inflation it’s no surprise that interest rates have been rising for some time now. But what remains to be seen is “how high?” and “how long does this last? Several months ago, I shared my insights on homebuying dynamics with Brian O’Connell from The Street, and in this blog, I’ve included my full thoughts on the topic.

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.

With recession looming ominously on the horizon, how worried should you be about your financial world? Is it time to build a “fortress” around your hard-earned savings and investments? Regardless of whether a recession materializes, here are several tips to consider as you decide upon steps to fortify your personal finances.