Vid's Blog
Our Knowledge is Your Power
Our goal with every blog post is to provide valuable information that could benefit you.
Financial Freedom = Financial Capability
As you become successful in your career, buy a home, save, and invest, you’re building knowledge and capability. But are you gaining the Financial Freedom to achieve your own goals?
Planning Your Finances When You’re in the Sandwich Generation
As the sandwich generation, you are double-parenting as you work towards launching your children into the world while helping your parents navigate aging in a significantly changed, much more expensive environment.
Is it Time to Hire a Financial Advisor?
Working with a financial advisor can be one of the most productive professional relationships you’ll have. You can structure the relationship any way you want to reflect your style, needs, and comfort level.
Tax Loss Harvesting to Help Minimize Taxes
Nobody likes to see their investments fall in value. However, savvy investors spot opportunities in good times and bad. By tax loss harvesting, you can unload stocks that have fallen in value while lessening the impact of taxes on your better-performing investments.
Staying Safe Around Bears
There have been 26 bear markets in the S&P since 1928. The average length of a bear market? 289 days or about 9.6 months. The average length of a bull market is 991 days or 2.7 years. Which provides some perspective on why, over the long-term, markets go up.
Planning for Retirement with Equity Compensation
Equity compensation is increasingly common and can add significantly to your personal wealth. It is risky and more complicated than traditional retirement savings. The best plan is to maximize both and let them work together so you can retire on your schedule and fund the life you choose in retirement.
It’s Not About Inflation, It’s About Volatility
Inflation is driving the headlines and wreaking havoc on budgets. But for long-term investors – mostly everyone – short-term inflation isn’t the biggest risk to financial plans. Volatility is.
Assessing a Career Change
Finding meaning in work and contributing to a company that you feel has your best interests at heart is increasingly important. If you’re thinking of making a shift, be sure to get your finances in order first to land on your feet.
Financial Fitness: Mid-Year Check-In
Thinking about your financial picture holistically and keeping all the different pieces tuned up is important to make sure you and your family are achieving your goals and staying protected.
What to Consider When Selling a Property Overseas?
Given the additional complexities in selling overseas property, you likely shouldn’t go through it alone. Consult with your tax advisor and financial advisor is crucial as you first consider and ultimately go through with an overseas property sale.
Changing Jobs: What Happens to Your 401(k)?
Thinking through your 401(k) rollover strategy should be part of the financial housekeeping you do when you join a new company. There are many options, so investing the time to identify what is right for you makes good sense.
Tax Planning for Retirement
A good retirement tax planning strategy can save a significant amount of money over your entire retirement, which means you’ll have more income for longer.
From Our Founder, Vid
My Quest for Unbiased Advice led me Here
Flashback: I was 40. My wife and I were busy with our careers and three children. Our financial accounts were scattered. We were paying a lot in income taxes. We had conflicting financial goals: Spend on the car we like, spend on family vacations, save for our dream home, save for our kids’ education or save for retirement.
