Can the Olympics Teach Us About Our Own Behavior?

Mark Riepe explains the cognitive and emotional biases that show up across different Olympic choices and judgments and the lessons we can glean from them for our own financial decision-making.

Managing Your Finances After the Loss of a Spouse

Handling financial matters while navigating the emotions of losing a spouse can feel daunting. But by addressing the most urgent financial needs, you can make a clear path forward.

Stock options: NQSOs and ISOs

Information about stock options, including RSUs and RSAs, what they are, how they're taxed, and how to sell your shares.

Employee Stock Purchase Plans (ESPPs)

Learn about Employee Stock Purchase Plans (ESPPs), including how to enroll and participate, and tax implications.

Restricted stock: RSUs and RSAs

Information about restricted stock units (RSUs) and awards (RSAs), including what they are, how they're taxed, and how to sell your shares.

Family Loans: Should You Lend It or Give It Away?

Be sure you know what you're getting into before you agree to a family loan.

Making the Most of Your 401(k) in Your 20s

Retirement may seem far away, but starting to save in a 401(k) in your 20s is one of the best things you can do for your future self. Here's why.

10 Tips for Keeping Your Accounts Secure

How to stay ahead of the cybersecurity curve and combat increasingly sophisticated attacks.

SLATs: An Estate-Planning Strategy for Couples

A spousal lifetime access trust (SLAT) allows access to assets while helping to keep them out of your taxable estate.

How Do You Save for Vacations & Travel?

Mark Riepe and Cindy Scott discuss how financial planning can help you save for short-term goals like travel and vacations without adding risk to your long-term financial future.