6 min read
8 Ways To Get Ready To File Your 2021 Tax Return
Tax season is here and it’s time to start thinking about your 2021 tax return. Working on your taxes might seem intimidating, but it doesn’t have to be. Here are eight ways you can get ready for Tax Day, whether you’re working with an accountant or tax preparation software like…
3 min read
Your End-Of-Year Financial To-Do List
2021 is drawing to a close, which means many of us are thinking about enjoying the holidays and spending time with our family and friends. It’s also a great time to check in on your finances to make sure you’ve set yourself up for success in the new year. To…
7 min read
Stock Options vs. Restricted Stock Units (RSUs): What’s the Difference?
Depending on the company you work for, your compensation may include some form of equity — likely stock options or restricted stock units (RSUs). In this post, we’ll explain what they are, how they differ, and why you’re likely to be granted fewer RSUs than stock options (all other things…
5 min read
FDIC and SIPC Insurance: What’s the Difference?
You’ve probably noticed when you go to a bank there’s usually a sign or placard announcing that deposits at that bank are FDIC insured. But what does FDIC insurance mean for you, and how is it different from SIPC insurance, the insurance you receive on your brokerage account? Here, we’ll…
7 min read
HDHP vs. PPO: What You Need to Know
HDHP, PPO, HSA … the acronyms and the options can seem endless when you’re evaluating health insurance plans. Choosing the right plan is an important financial decision, and it’s wise to weigh the details carefully. In this post, we’ll dig into the tradeoffs associated with choosing a high-deductible health…
4 min read
Don’t Wait for a Market Decline To Invest
Getting started with investing can seem intimidating, and we know many investors worry about jumping in when prices seem too high. Instead, many people hold onto cash and wait for a market downturn to start investing. Waiting for a market pullback might feel like the right thing to do, but…
Guide to Financial Health
Skip vague resolutions like "get my finances in order." Real change means specific goals and actionable steps.
Guide to Equity & IPOs
There's huge potential upside to equity — but we also know it can be overwhelming.
Guide to Home Planning
Whether you're just browsing or ready to make a move, buying a home comes with a lot of questions.