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October 2024

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Happy Halloween! 3 Personal Finance Horror Stories

In honor of Halloween: three quick financial horror stories from Regina's life, showing you that even financial planners make mistakes. If they can recover from them, you can overcome missteps,
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Man looks at expense on phone.

‘Free’ Financial Advice Can Cost You the Most!

Free financial advice may sound good on the surface. But some “free” plans are built to guide you toward purchasing an investment or insurance product that might not serve your
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Equity Compensation

NSO, ISO, RSU, ESPP, and ESOP: Making Sense of Equity Compensation Alphabet Soup

Does your equity compensation package seem more like alphabet soup than an employee benefit? Learn what the acronyms in your equity comp package mean — and the basics of what this
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