Category: blog | Page 6
logo

Select Sidearea

Populate the sidearea with useful widgets. It’s simple to add images, categories, latest post, social media icon links, tag clouds, and more.
hello@youremail.com
+1234567890

503-610-6510

 

blog

The largest wealth transfer in the history of the world is currently in process. It's estimated that around $68 trillion will switch hands over the next 25 years. Baby Boomers are currently retiring, and many of them will pass of the scene within the next few years. Much of this wealth will be tied up in family homes. This brings up the question of what...

Read More

Retirement is a dream for most Americans. Sure, there are people like Warren Buffett who love to work. Most people do not. If you're one of those people who want to retire, the question arises of when a good time to retire might be. Some people will be fine retiring next week while some should wait for a few more years.  Can You Do Without Income? If...

Read More

The possibility of being targeted for a scam or a malicious scheme is well-known, and you may be aware of some of the more common or outdated scams. Today’s criminals, however, are increasingly devious. They know that many people are onto their efforts, so they can go to great lengths to trick consumers like you into providing vital personal or financial details to them. This...

Read More

If you are approaching the age of 65 or already an eligible beneficiary, open enrollment for 2020 Medicare health benefits starts soon. For new enrollees over 65 or turning 65 and don’t have medicare, you can sign up from October 15th to December 7th of this year. Existing enrollees will receive information including a notice of annual changes and evidence of coverage the beginning of...

Read More

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 food for the winter, while the grasshopper is singing, dancing and enjoying the summer.  The grasshopper has access to the food they need at that moment and doesn’t think the work the ant is doing is necessary.  The moral of the story is that...

Read More

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.  Many prospective clients have shared that they are worried about diversification and the consequence of holding onto their employer stock, and tthat they must hold the stock that resulted from RSUs for one year after the vest date in order...

Read More

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 area. Money is a way to teach values that are important to you and instill those values in your children, as well as set kids up for future success. Children will fail when it comes to money-related decisions, and that is part of...

Read More
Restricted Stock Units

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 isn’t exactly clear. In the case of RSUs, timing, tax liability, and your risk exposure are important factors to consider. RSUs are company stock typically issued to employees after they have reached milestones whether that’s completing a...

Read More
Thimbleberry Financial make investment recommendations

When it comes to understanding why we make investment recommendations, the key for the Thimbleberry Financial team is communication so that we can put the financial puzzle together for our clients. From our initial meeting, we’re getting to know each other, exploring financial planning needs and wants, discovering financial planning goals, and discussing expectations. Once you’re a client, we will check in with you periodically to...

Read More
1 2 3 4 5 6 7