Weathering the Storm
Best laid plans, right? These days it seems like a storm is always on the horizon. No matter what your lived experience is, you’ve had to pivot due to an unpredictable life circumstance before. We just experienced that in our household. I won’t go into specifics, but safe to say we lost almost a week […]
Vacation Planning: A Quick Tutorial
If you’re like me, you probably need time to reset each year. With spring and summer fast approaching, you may find yourself wishing for a change of scenery. Thankfully the new house has delayed or reset that timer a bit for our household – I’m still learning my new routines- but, eventually the time will […]
Well…That Was Big. What’s Next?
Change is inevitable. Time flows ever forward. I know this is obvious to some, but it bears repeating. I have recently had to adapt to a big change, buying our home, and that has effects that reach deep into the other financial aspects of my life. The larger mortgage has affected my savings rate, my […]
The Modern Homebuyer Story
I was inspired to write today by some conversations I saw from my colleagues – people who couldn’t imagine buying a home at an 8% interest rate today. The typically back-and-forth begins with something like: “I just helped a client buy a $500,000 home at 8%. Wild!”“Back in my day, 8% was normal! It may […]
Writing Wednesdays
Today is my first “Writing Wednesday” of the year. I am working on getting back to writing more educational content, both for the benefit of my clients and those out there who read my writing on a regular basis. I have struggled with discipline in this area ever since I stopped posting YouTube videos quite […]
The Anti-Quick Fix
What do all three of these niche gaming trends have in common? They aren’t a quick fix. These trends are built off of days, weeks, months, or years of deliberate (and often slow) progress to a goal that only the individual can decide matters. They are the anti-quick fix.
Half a Decade – A Thank You!
As of yesterday my firm has been around for half a decade. For those of you that don’t know, Open World was a dream of mine when I got approved in 2018. I grew the firm slowly, meaningfully, and have found that I love the people that I work for. So thank you if you are among them!
Employee Stock Options: Understanding the Contract
ESOPs are often powerful tools that can be used to maximize your earnings from a company. However, it’s important to understand funding methods, discounts, restrictions, and taxes as they pertain to your individual ESOP.
Student Loans Update
The new student loan update, which introduces a new payment plan and a list of small changes to the formulas for other plans, is hefty! Whether this directly applies to you or you send along this post to someone it helps, you still may want to understand the basics of this new plan. SAVE Plan […]
Patch Notes 3.3
This Patch Notes brings you a single, smaller update and a host of things that I’m working on. The only updates to the firm this quarter were made with the goals of getting more efficient and streamlined in the data gathering process so that I can focus more on getting work done for you as clients! For upcoming changes we have a potential big software change and a content idea.