A collection of teachings by Thimbleberry Financial.
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...
At some point, every kid gets asked, “What do you want to be when you grow up?” Some say President, others say game developer or fireman. I was the...
Have you ever gone to a party, and you didn’t know anyone? You feel awkward and a little nervous. But then a kind, warm person comes up and starts a...
Market volatility can be stressful, but it's a normal part of investing. On average, markets decline about 14.2% each year, but 80% of the time,...
Today, Jag interviews Amy Walls about her journey into financial advising and her work with tech and healthcare professionals. With over five years...
In this episode of ThimbleberryU, we dive into a critical financial planning misconception: using a HELOC (home equity line of credit) as a cash...
Estate planning is essential for ensuring your assets are managed according to your wishes after you’re gone. Without it, your estate is distributed...
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