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By: Alex Doyle, Wealth Manager, CFP® When it comes to financial planning, tech industry professionals face distinct considerations that set them apart. To better understand this, let’s look at the aspects that distinguish financial planning for individuals in the technology sector apart from other industries. Equity Compensation: A Significant Factor
In the dynamic realm of financial planning, a distinctive philosophy has emerged – one that embraces a childfree lifestyle and aspires to Die with Zero or “DwZ”. This paradigm shift underscores a deliberate departure from conventional financial norms, prioritizing life experiences over traditional legacies. By consciously opting for a childfree
A Change in Retirement Culture Various factors are redefining how Americans approach retirement. We’re discovering more and more people are redefining the term ‘retirement.’ Many are no longer riding off into the sunset, never to work again. Maybe it’s due to the pandemic, out of financial necessity, or sometimes an
Divorce is emotional, and financial protection may not always be top of mind. But being cautious and prepared early on can help prevent financial stress later down the line. If you’re amidst a divorce or considering the process, keep these seven tips in mind.
For many, preparing for retirement means spending strictly and limiting unnecessary expenses during their working years. Saving money is important, and people at every income level vary in their ability to be frugal. You may have heard that simply avoiding small expenses – such as eliminating your daily trips to
Hi, I’m Jamie with Woodson Wealth Management, and I’m going to help you sidestep some major headaches, save you time, and put more money in your pocket. First – some quick background about the changing financial services industry: Over the last 15 years, our industry has gone through some dramatic
Uncertainty is not something you may be comfortable with, especially at a time when most of what you knew as normal, is no longer so. There are things we can do to feel more at ease with the unknown. First – a quick story: Early in her life, my wife,
Your mindset and goals continually evolve over time. At age 25, you might be focused on paying off student loans and saving up for your first home. Your career is just getting started, and post-work years are well into the future. At 50, however, you’re starting to imagine a time
