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startup job offer

Startup Job Offer Demystified: What You Need to Know

Negotiating your startup job offer is no walk in the park. Joining a startup can be an exciting career move, offering opportunities for growth, ownership, and potentially life-changing financial rewards.
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End-of-Year Financial Health Check: Top 12 Points to Consider

End-of-Year Financial Health Check: Top 12 Points to Consider

As the year draws to a close, it’s the perfect time to take stock of your end-of-year financial health check and set yourself up for success in the year ahead.
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Benefits Enrollment 2025

Benefits Enrollment Season 2025: Essential Tips

Benefits enrollment season is in full swing for 2025!  It’s the perfect time to re-evaluate the options that can help you secure and strengthen your financial future. Whether this is
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ISOs in IPO

Navigating IPOs and Incentive Stock Options (ISOs)

If your company is preparing for an Initial Public Offering (IPO), it’s an exciting time—especially if you hold Incentive Stock Options (ISOs). But before you rush to exercise those options,
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Should you Buy a Vacation Home?

Should You Buy a Vacation Home? Financial Considerations

First off – CONGRATULATIONS!  Considering buying a vacation home means you feel comfortable financially and that is a wonderful feeling. Now, before you start browsing listings and envisioning lazy days
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What is the maximum 529 contribution? Should I fully fund it?

What is the maximum 529 contribution? Should I fully fund it?

What is the maximum 529 contribution?  This question can actually mean two separate things. What is the annual maximum contribution I can make before gift taxes apply? What is the
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