You might have heard the term “stagflation” floating around in financial news headlines more often lately. It sounds a bit ominous, and while it’s a concept economists have dealt with before, its reappearance in public… Feeling the Squeeze? Understanding Stagflation in Today’s Economy
For many professionals, equity compensation such as Restricted Stock Units (RSUs) and Employee Stock Purchase Plans (ESPPs) can be a significant portion of their overall financial portfolio. However, when employees hold large amounts of their… Understanding Concentrated Portfolio Risk for Professionals with RSUs and ESPPs
Equity compensation is a major component of total rewards for many tech professionals, but understanding the details of your Employee Stock Purchase Plan (ESPP) and Restricted Stock Units (RSU) can feel overwhelming. These stock-based benefits… Understanding Employee Stock Purchase Plans (ESPP) and Restricted Stock Units (RSU)
Welcome to Financial Wellness Month, January 2025—a perfect time to take control of your financial health. The new year brings a fresh opportunity to reflect on personal financial goals and make decisions that can enhance… Taking Charge of Your Financial Health in 2025
Life is unpredictable. Just when you think you have everything under control, an unexpected expense can hit you like a sudden downpour on a clear day. Much like carrying an umbrella during spring rains, having… Preparing for a Rainy Day with Emergency Funds
Generation X, born between 1965 and 1980, represents a unique cohort that bridges the gap between aging Baby Boomers and Millennials. As they advance into their 40s and 50s, long-term care planning becomes increasingly significant.… Gen X and the Future of Long-Term Care
Planning for a Secure Retirement Retirement is approaching quickly for those of us in Gen X, especially if it’s only 10 to 15 years away. With family, work, and the constant demands of life, keeping… Gen X Can Secure Their Future with Expert Help
Retirement planning has become increasingly complex for Generation X, those born between 1965 and 1980. As this generation approaches retirement age, many are finding that their savings are falling short of what they’ll need to… Bridging the Retirement Savings Gap for Generation X
In recent discussions with our clients, we’ve noticed a common theme among Generation X—an increasing sense of financial uncertainty, especially after the events of the last few years. From supporting both aging parents and children… Navigating Financial Uncertainty: Strategies to Secure Your Future
Hey there, Generation X! It’s time for a reality check. You’re sandwiched between caring for aging parents and supporting your kids, but there’s another pressing issue you can’t afford to ignore: your retirement. The good… Gen X, Wake Up and Seize Your Retirement Future!