When is the Best Time to Buy a Home?

News headlines suggest that we’re in the middle of a hot “home buying season,” referring to the time of year — usually spring and early summer — when more people are on the hunt and prices respond accordingly. But there are other factors at play besides the time of year that are making people anxious

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When to Sell Your Employee Stock?

As the end of June approaches and the second quarter of business wraps up, many employees of publicly traded companies begin to struggle with deciding when you should sell your stock options or RSUs ahead of the next trading window. Data clearly suggests you should sell immediately, but if you’re like most people that just

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Use the Summer to Your (Tax) Advantage

Now that summer is officially here most of us are mentally sliding into vacation mode, so the last thing you want to think about is your taxes (especially since you just dealt with them!). But the summertime is also busy with a number of big life events, so it’s important to understand how the midyear

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A Parent’s Perspective on Planning for College

Today is 529 Day. That might sound like a corny thing to get excited about, but as a dad it makes me think about my kids.

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