Making the Most of Your Equity Compensation: A Guide to Stock Options, RSUs, and Beyond
For a lot of professionals, especially in tech, biotech, and fast-growing startups, equity compensation isn’t just a nice bonus. It’s a big part of how they’re paid and, handled right, it can be a major way to build wealth. The tricky part is that these plans are complicated, and the tax side can get messy […]
How to Meet with a Financial Advisor: What to Ask, Expect, and Prepare
Meeting with a financial advisor for the first time can feel like a big step. You’re talking about your money, your goals, and your future. That’s personal stuff. A lot of people put it off because they’re unsure what it’ll be like or worry it’s going to feel like a sales pitch. Let’s be honest. […]
Are AI Stocks in a Bubble, or Just Leading the Next Cycle?
AI is everywhere, your phone, workplace, in headlines, and yes, even in stock charts. U.S. markets have set repeated record highs in 2025, which naturally raises the question: Is this the next tech bubble, or is there fundamental fuel behind the rally? Below is a look at what’s happening and how to invest prudently without […]
Gold Prices Are Soaring – But Does It Really Belong in Your Portfolio?
Just because gold is in the news doesn’t mean it deserves a spot in your plan. Let’s take a step back and look long-term. Gold is having its moment. Prices are up, news outlets can’t stop talking about it, and maybe you’ve even wondered if you’re missing out. But here’s the thing: before jumping in, […]
Transform Your Future with Financial Coaching
If you’re between 35 and 50 and living in Scottsdale, you’re probably balancing a lot right now. Maybe you’re saving for your children’s college while trying to grow your retirement accounts. Maybe you’re dealing with taxes, mortgages, or figuring out how to keep up the lifestyle you’ve worked hard for. It’s a lot to juggle. […]
Designing Legacy: Estate Planning That Protects Your Family
You’ve worked hard to build what you have. The next step is making sure it doesn’t get lost or tangled up when you’re not around. Estate planning isn’t just for the rich or people close to retirement. It’s really about making sure the things you own end up where you want them, and your family […]
Smart Financial Moves to Make When Markets Hit Record Highs
The market’s hitting record highs and everyone’s buzzing. You check your portfolio and it’s looking pretty sweet. Feels good, right? The big question is… what now? Some folks jump in with both feet, thinking the ride will never end. Others freeze up and just watch from the sidelines. But if you are earning well and […]
Goal-Driven Retirement Planning in Scottsdale
No matter what age you are, now is the time to get serious about retirement planning. While it might feel far off, the decisions you make today will directly impact your financial independence in the future. At Babin Wealth Management, our personalized Retirement Planning services are designed to help you confidently prepare for the lifestyle […]
Trump’s “Big Beautiful Bill”: What High Earners Need to Know for Wealth and Tax Planning
You’ve probably heard talk about Trump’s “Big Beautiful Bill” and how it’s changing taxes and wealth planning. If you’re in your peak earning years and focused on building and protecting your wealth, you might be wondering: Will my taxes go up or down? Should I adjust my savings, investments, or business plans? How could this […]
Strategic Investing: A Guide to Intelligent Wealth Management
Investing isn’t about beating the market or jumping on the next trend—it’s about building a strategy that aligns with your values, supports your long-term goals, and adjusts as life evolves. Smart investment management transforms uncertainty into confidence by combining structure, discipline, and evidence-based strategies. This guide breaks down the essentials of investment planning, core portfolio […]