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    Employee Stock Purchase Plans
    Chris Cyndecki CFA, CFP®
    • Sep 29, 2015

    Employee Stock Purchase Plans

    Many companies offer a benefit called an Employee Stock Purchase Plan (ESPP), which allows employees to purchase their employer's stock...
    Where To Stack Your Cash
    Milad Taghehchian, CFP(R)
    • Jul 24, 2015

    Where To Stack Your Cash

    ​Today’s post is brought to us by Phillip Christenson, a chartered financial analyst (CFA) and financial advisor at Phillip James...
    Roth 401(k)
    Chris Cyndecki CFA, CFP®
    • Jul 14, 2015

    Roth 401(k)

    Many employers are now offering the Roth 401(k) plan as a vehicle for retirement savings. The plan's popularity has skyrocketed in recent...
    8 Important Ages for Retirement Planning
    Milad Taghehchian, CFP(R)
    • Jul 9, 2015

    8 Important Ages for Retirement Planning

    Thinking about where you want your life to be in the future – whether 30 years from now, or just 10, can be stressful. Most people don’t...
    Socially Responsible Investing
    Milad Taghehchian, CFP(R)
    • Jul 1, 2015

    Socially Responsible Investing

    AIO Financial is a fee-only financial planning firm in Tucson and Phoenix, AZ. They specialize in Socially Responsible Investing. Bill...
    Millionaire Families Failing to Plan Estates
    Milad Taghehchian, CFP(R)
    • Jun 29, 2015

    Millionaire Families Failing to Plan Estates

    A recent CNBC survey discovered that more than 1/3 of millionaire families, defined as those with investable assets over $1 million, have...
    IRA Beneficiary Rules
    Milad Taghehchian, CFP(R)
    • Jun 19, 2015

    IRA Beneficiary Rules

    Greg Phelps is a CFP® certified financial planner in Las Vegas, Nevada. As an Ed Slott Elite IRA Advisor, he’s also an IRA specialist. We...
    Low Appraisal When Purchasing a Home
    Milad Taghehchian, CFP(R)
    • Jun 17, 2015

    Low Appraisal When Purchasing a Home

    Purchasing a home can be a very stressful experience. Long search times, indecisiveness, and an inability to find a home everyone in the...
    Housing Market Strong
    Milad Taghehchian, CFP(R)
    • Jun 10, 2015

    Housing Market Strong

    ​The Pending Home Sales Index has reached its highest level since May of 2006. Abbreviated as PHSI, this index was created in 2001 to...
    Austin....invest?
    Milad Taghehchian, CFP(R)
    • May 5, 2015

    Austin....invest?

    Greetings from Austin ​Austin is considered to be one of America’s fastest growing cities. Its central location in Texas along with a...
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