Investing

Why You Shouldn’t Pay Off Your Mortgage Early

Why You Shouldn’t Pay Off Your Mortgage Early

Whether or not to accelerate mortgage payoff is a question that crosses most homeowner’s mind at some point. It’s especially top of mind this time of year as you gather the documents to file your taxes and see how much you paid in interest last year on your mortgage. As I discussed this with a client recently, I thought it might be interesting to share my thoughts with you as well.

Friends Don't Let Friends Buy Whole Life Insurance

Friends Don't Let Friends Buy Whole Life Insurance

When you graduated from college, do you remember when old 'friends' who had gotten jobs with insurance companies began trying to set up lunch to 'catch up' with you all of the sudden?

 

4 Financial Moves to Consider When You Change Jobs

4 Financial Moves to Consider When You Change Jobs

Starting a new job can be a pivotal time in your life. Chances are you are getting to do something that better levers the skills and experiences you’ve built over your career. It’s also a time when you’re likely being rewarded financially for all that hard work. Consider these 4 tips to make sure you’re capitalizing on the momentum of your new role.

The 4 Biggest Financial Challenges Facing Young Doctors

The 4 Biggest Financial Challenges Facing Young Doctors

As a physician, your sole focus in your twenties (and likely into your thirties) was learning your craft--undergrad, med school, internships, fellowships, post docs, etc. You’ve given up countless hours with your nose in books and days on end at the hospital to become a physician. Now that you’re an attending doctor (or close to it), you’re hoping that the hard work will pay off for you financially. Unfortunately, though, many physicians fall prey to traps that will hinder them from flourishing financially once their income finally rises.

Monsanto Employees: Understanding your Stock and Options as the Bayer Merger Approaches

Monsanto Employees: Understanding your Stock and Options as the Bayer Merger Approaches

As we approach the Monsanto-Bayer merger, it’s important to understand what you have and what you can expect to happen with your stock, options and Restricted Stock. Without a finance degree, it can be difficult to decipher your holdings. You might be embarrassed to admit you don’t understand what you have. Trust me, you aren’t the only one. Let’s unpack what you have and things you should think about as the merger approaches.