A collection of teachings by Thimbleberry Financial.
In this episode, we confront a truth many couples avoid: one partner will likely outlive the other. Statistically, especially in...
In this episode of ThimbleberryU, we step behind the curtain of financial planning to unpack what makes a financial plan succeed and, just...
In this episode, we tackle a difficult but crucial topic: what to do when someone passes away. While it’s not a conversation most people...
The 83(b) Election: a tax strategy that can have significant financial implications for individuals who receive stock as part of their...
In this episode, we dive into one of the most delicate yet essential discussions families need to have: aging and finances. It’s not just...
In this episode of ThimbleberryU, Jag and Amy delve into the benefits and functionality of virtual financial advising, a model that...
In this episode of ThimbleberryU, we dive into a detailed case study centered on Stan and Jan, a fictitious couple navigating the...
In this episode of ThimbleberryU, we dive into the financial uncertainty researchers are facing due to NIH funding changes. Many...
Today, Jag interviews Amy Walls about her journey into financial advising and her work with tech and healthcare professionals. With over...
In this episode of ThimbleberryU, we dive into a critical financial planning misconception: using a HELOC (home equity line of credit) as...
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