Blog

Why I Chose to Build My Firm Around the Professional Millennial

Why I Chose to Build My Firm Around the Professional Millennial

Erik Goodge, CFP® | Jul 12, 2022

I work with clients across the generational and socioeconomic spectrums, but my wheelhouse is working with the professional Millennial. This is because I concluded that to best be in position to help people, I must understand their situation.

You Are What You Read – Focusing on Financial Goals

You Are What You Read – Focusing on Financial Goals

Erik Goodge, CFP® | Jul 12, 2022

When times get tough, it takes a little more focus to stay on track financially. One strategy for focusing on your financial goals is to literally occupy your mind with your goals. This is a great way to motivate yourself into doing what needs to be done; especially when you may not feel like it.

An Intro to Your Restricted Stock Units (RSUs)

An Intro to Your Restricted Stock Units (RSUs)

Eric Goodge | Mar 17, 2021

Companies use restricted stock units or RSUs in a similar way to incentive stock options (ISOs) or nonqualified stock options (NSOs). But RSUs are simpler and more straightforward than ISOs or NSOs.

3 Retirement Plans for Small Business Owners

3 Retirement Plans for Small Business Owners

Erik Goodge, CFP® | Jun 28, 2022

Learn about the ins and outs of SIMPLE IRAs, SEP IRAs, and 401(k)'s

What are Incentive Stock Options?

What are Incentive Stock Options?

Erik Goodge, CFP® | Jun 11, 2021

Incentive stock options are a type of equity compensation arrangement where the employer grants the employee the right to purchase company shares in the future at a predetermined price. Most incentive stock options vest over a 4 year period.

Quit Creepin!

Quit Creepin!

Erik Goodge, CFP® | Jul 12, 2022

Have you ever wondered how people like Michael Jackson, Fifty Cent, and Burt Reynolds end up bankrupt? Here’s how: It’s called lifestyle creep. Lifestyle creep refers to our growing spending habits as we earn more money. As we earn fatter paychecks, we also start to buy nicer things, eat out at nicer places, drink fancier drinks, vacation in pricier resorts, etc.