Monthly Archives: August 2017

Employee Benefits For Transitioning Personnel-Employee Stock Options

There are many employer benefits that just aren’t available to servicemembers.  Before separating from service, it’s important to understand what types of benefits exist, and what impact they may have on our personal finances.  This article focuses on employee stock … Continue reading

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Financial Regulation Offices (by State)

While the gossip of the moment is about the fiduciary standard, it’s important to realize that people can fall victim to bad financial advice, even from a fiduciary.  Most fee-only financial planners are registered as investment advisers. Every registered investment … Continue reading

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Five Financial Lessons I Learned From My Mother

My mother isn’t what you would call a financial planner.  She isn’t even really that savvy when it comes to money.  In fact, a few years ago, she asked me to help her manage her finances.  When I looked at … Continue reading

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