A collection of teachings by Thimbleberry Financial.
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 want to...
Talking about money with your family isn’t easy, but it’s essential. Without clear communication, your loved ones may be left guessing - wondering...
We often get asked, “Can I share your info with someone I care about?” The answer is yes. If someone is important to you, they’re important to...
The 83(b) Election: a tax strategy that can have significant financial implications for individuals who receive stock as part of their compensation....
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 about...
In this episode of ThimbleberryU, Jag and Amy delve into the benefits and functionality of virtual financial advising, a model that Thimbleberry...
In this episode of ThimbleberryU, we dive into a detailed case study centered on Stan and Jan, a fictitious couple navigating the complexities of...
Inheriting an IRA can feel overwhelming, especially when you’re dealing with the loss of someone who cared about you. The decisions you make can...
In this episode of ThimbleberryU, we dive into the financial uncertainty researchers are facing due to NIH funding changes. Many professionals in...
Embarking on your financial journey is like putting together a complex puzzle and we’re here to help you solve it. Throughout our relationship...
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