Chris Cyndecki CFA, CFP®Sep 29, 2015Employee Stock Purchase PlansMany companies offer a benefit called an Employee Stock Purchase Plan (ESPP), which allows employees to purchase their employer's stock...
Milad Taghehchian, CFP(R)Jul 24, 2015Where To Stack Your CashToday’s post is brought to us by Phillip Christenson, a chartered financial analyst (CFA) and financial advisor at Phillip James...
Chris Cyndecki CFA, CFP®Jul 14, 2015Roth 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...
Milad Taghehchian, CFP(R)Jul 9, 20158 Important Ages for Retirement PlanningThinking 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...
Milad Taghehchian, CFP(R)Jul 1, 2015Socially Responsible InvestingAIO Financial is a fee-only financial planning firm in Tucson and Phoenix, AZ. They specialize in Socially Responsible Investing. Bill...
Milad Taghehchian, CFP(R)Jun 29, 2015Millionaire Families Failing to Plan EstatesA recent CNBC survey discovered that more than 1/3 of millionaire families, defined as those with investable assets over $1 million, have...
Milad Taghehchian, CFP(R)Jun 19, 2015IRA Beneficiary RulesGreg 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...
Milad Taghehchian, CFP(R)Jun 17, 2015Low Appraisal When Purchasing a HomePurchasing a home can be a very stressful experience. Long search times, indecisiveness, and an inability to find a home everyone in the...
Milad Taghehchian, CFP(R)Jun 10, 2015Housing Market StrongThe Pending Home Sales Index has reached its highest level since May of 2006. Abbreviated as PHSI, this index was created in 2001 to...
Milad Taghehchian, CFP(R)May 5, 2015Austin....invest?Greetings from Austin Austin is considered to be one of America’s fastest growing cities. Its central location in Texas along with a...