Corporate Employees
Blogs
Videos
Webinars
White Papers/Guides
Intel Employees
Blogs
Videos
Webinars
White Papers/Guides
Business Owners
Blogs
Business One
Videos
Webinars
White Papers/Guides
Retirees
Blogs
Videos
Webinars
White Papers/Guides
Podcast
Show All
Intel SERPLUS Elections 2020: 4 Steps to Consider Given the Recent Company Uncertainty
A clever person once said it’s “difficult to make predictions, especially about the future.” This is true with most things, and it's undoubtedly true with investing. However, despite the unpredictab...
The Impact of Relative-Owned 529 Plans on Financial Aid
While preparing to write my first blog, I was reminded of my time in college and how I would hope a lecture would be done earlier than the time allotted and not go over time. With that in mind, I want to keep the blog post concise but still provide you with all the nece...
Navigating Medicare’s Annual Enrollment Period
Every year, we get a lot of questions about Medicare open enrollment and who is eligible to make changes to their coverage. Below is a guide to help you navigate some of the questions we are frequently asked.
When is Medicare open enrollment for 2021 coverage?
The ...
How Much Company Stock Should I Hold? (Part 2 of 2)
This post is part two of ‘How Much Company Stock Should I Hold?’ In this article, we dive deeper into two areas: If you hold company stock, what form of equity compensation is the best to own, and
How to maintain your desired allocation over time What Typ...
What’s Your Benchmark?
How did the market do today?
Whether it’s NPR, the Wall Street Journal or small talk with your neighbor, most conversations about the stock market and economy inevitably reference either the Dow, NASDAQ or S&P 500. But are they appropriate measurements? What do they actually track? And most import...
Umbrella Insurance – Is It Right For Me?
This year has been a painful reminder to always plan for the unexpected. As it relates to personal finances, one could use this lesson to revisit the riskiness of their investments (i.e. stock vs bonds), the amount of cash set aside for emergencies or tweak the month...
How Much Company Stock Should I Hold? (Part 1 of 2)
Chances are if you work in the technology industry, part of your compensation will include company stock. We’ve written about various forms of equity compensation before (RSU’s here and here, ESPPs here and here, Stock Options here) but today we want to address a qu...
DOES IT MAKE SENSE TO REFINANCE MY MORTGAGE? THREE CUMULATIVE FACTORS TO CONSIDER – (PART 2 OF 2)
As with most financial decisions, when it comes to refinancing a mortgage there are near-term costs and benefits and long-term costs and benefits. In Part 1, I reviewed a four-step framework as a starting point to determ...
How Does Your Company’s ESPP Stack Up?
Employee Stock Purchase Plans (ESPPs) are a valuable form of equity compensation and an attractive benefit of working for many tech companies. And this form of compensation is becoming more popular, from startups to blue-chip firms, as companies realize that the plans a...
