A collection of teachings by Thimbleberry Financial.
There are many questions to ask a potential - or current - financial advisor. They include: How do you work and what's your focus? Are you a CFP...
The SECURE Act: What is it and how did it become law? Changes for small business Changes for Required Minimum Distributions (RMD's) Changes for...
Thimbleberry Financial's Amy Walls and cohost Jon "JAG" Gay explain the financial moves that you can and should make as we begin a New Year,...
RSUs, or Restricted Stock Units, are ways to compensate employees that tie them to company performance and provide an incentive to stay with the...
The market has been high for a while, and this causes anxiety for many investors. Today, Amy explains how to keep market volatility in perspective,...
Clients often come to financial advisers to discuss investments, but why is it a good idea to also discuss insurance? In today's episode, Amy Walls...
Have you ever heard of the Aesop’s Fable about The Ant and The Grasshopper? The general gist of the story is that the ant is busy collecting...
We work with a lot of clients in high-tech and I’ve found there is a common misconception about how Restricted Stock Units (RSUs) are taxed. ...
Clients sometimes ask how they can help their kids learn to be smart with money. The truth is it's never too early to start teaching in this...
Do you work for a company that issues Restricted Stock Units (RSU)? If you do, then you may be wondering if you should hold or sell and the answer...
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