As you likely have heard, Uber is having its IPO (Initial Public Offering) on Friday, May 10th in what is being hailed as the largest IPO in history. There is a ton of excitement and hype surrounding the IPO. It’s even likely that you have bought into some of this excitement. After all, you have probably used the service and heard of the people who are going to make a killing because they invested in Uber during the early stages. But is this something you should invest in?
One of the easiest things to overlook during changing of employers is what to do with your old 401(k). And sometimes you get another 401(k) when your company is acquired or merged with another company. And in today’s job market, it’s likely at some point in your working years you are going to have more than a single 401(k). It’s rare an employee spends their entire career at a single company anymore.
The 2019 NFL Draft is going to be in Nashville this year and I couldn’t be more excited. The NFL Draft is one of my favorite sporting events. I love seeing a team’s strategy play out like a real-life chess board and I love seeing player’s dreams come true even more. What comes with these dreams is a contract and one that will pay out a lot of money. For many of these players, they become instant millionaires. But for others drafted in the later rounds, they won’t be instant millionaires. They will earn a great income, but they are going to be fighting for a roster spot every year to do so.
One of the questions we often get is “What does a financial plan look like”? Without actually seeing one, it can be difficult to wrap one’s head around. So look no further than this sample financial plan I completed for Jim and Pam Halpert (of “The Office” fame). While they lived in Pennsylvania for the show, in this plan they are living in Tennessee.
As tax returns are getting filed and refunds are getting processed, there has been an outcry from many saying that Trump’s tax cuts are actually making them pay more in taxes. In fact, many politicians on the other side of the aisle are seizing the opportunity to make a point that benefits their agenda.
This may be the most personal and vulnerable post I will ever type. As a financial advisor, I have an in-depth view on client’s personal lives. I know your greatest fears, your greatest weaknesses, what keeps you up at night…and I help you overcome those. I can’t expect a client to be vulnerable with me if I can’t be vulnerable with them. It’s a two way street…so I’ll go first.