Which is better? Lump sum or Dollar Cost Average $100k?

by Kerim Tulun, CFP® | Jan 11, 2024 | Uncategorized

Which is better? Lump sum or Dollar Cost Average $100k? Investing a lump sum immediately has historically helped maximize returns, however I lay out a couple of scenarios where dollar cost averaging makes sense – Especially is you’re a more conservative...

Applying for Social Security benefits? Things to consider

by Kerim Tulun, CFP® | Dec 26, 2023 | Uncategorized

Applying for Social Security benefits? Things to consider https://www.youtube.com/watch?v=ct__h3oZd_E&t=16sThere is no one-size-fits-all approach to collecting Social Security benefits. Everyone’s situation is unique, and what works for one person may not...

Thoughts on the Market

by Kerim Tulun, CFP® | Sep 28, 2023 | Uncategorized

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Retirement Options for Self-Employed Business Owners

by Kerim Tulun, CFP® | Sep 14, 2023 | Uncategorized

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Restricted Stock Units (RSUs)

by Kerim Tulun, CFP® | Aug 23, 2023 | Uncategorized

Restricted Stock Units (RSUs) There are various types of equity/stock compensation employees can receive from their employer.  Some employers offer incentive stock options (ISOs), restricted stock units (RSUs), performance shares, or employee stock purchase plans...