We answer the questions you have (and the ones you don’t know you should have).
After your Financial Zen Bootcamp, you’ll know…
When can I retire?!?!
How much should I be contributing to my 401k?
What should I do with my old 401k?
How much will it cost?
How much should I be saving every month?
What kind of account should I save it in?
How much life insurance do I need? Is what I have through work enough?
How big of an emergency fund should I have and where should I keep it?
Do I need disabily insurance? Doesn’t work cover that too?
How much house can I afford?
What kind of mortgage should I get?
How should I pay for our renovations?
What’s the most tax-effective way to excercise my options?
How can I minimize the capital gains on my company stock?
How can I maximize my tax deductions?
How should I invest my 401k?
What should I do about my stock options and RSU’s?
Should I buy stocks? ETF’s? Mutual Funds? Which ones?
What should I do about my student loans?
Should I buy or lease my car?
Should I be making extra mortgage payments?
Why do I need an estate plan if I’m not rich? Isn’t my will enough?
Who will take care of our money and our kids if we’re gone?
Where do I even start?
Should I pay extra for more life insurance?
Which health plan is best for my family?
Should I be participaitng in my company’s ESPP?