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  • Cashless Exercise

    Depending on your occupation and the company you work for you might get some employee stock options (ESO). If you do get ESO then you have the ability to do what we call a cashless exercise. Sounds a bit funny right? It does to me too, but lets figure out what it really means.

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  • Planwise making the press!

    A partner of ours Thom Fox a personal finance educator gave mention to us on an interview on Work Goes Strong Blog...Check out the full story and links within the post

Work goes strong

Posted on May 17, 2012 by Ryan Paredez in Any, In the Press
Work goes strong

A partner of ours Thom Fox who is a personal finance educator from Beyond The Purchase who focuses on surveys that allow you to understand the psychology behind your personal spending behaviors. As always we welcome anyone that wants to write about us and the good we are trying to provide.   The Planwise Team

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Personal Finance – Cashless Exercise

Posted on May 16, 2012 by Ryan Paredez in Any, Company, Education, Featured, Recent
Personal Finance – Cashless Exercise

No Cash Necessary Depending on your occupation and the company you work for you might get something known as Employee Stock Options (ESO). If you do get ESO then you have the ability to do what is called a cashless exercise. Sounds a bit funny right? It does to me too, but lets figure out [...]

cashless exercise, education, personal finance 2 Comments Read More

Out with the OLD car, in with the NEW

Posted on May 14, 2012 by Ryan Paredez in Any, Education, Featured, How To Videos
Out with the OLD car, in with the NEW

Getting that new ride! So, you’ve had your car for 5 years, and its long been paid off. It works fine but it a bit out of style. Nothing wrong with wanting to buy a new car. Who doesn’t like to drive around in a nice new car or truck. Want to see how selling [...]

buying a new one, planwise, selling your car No Comments Read More

How does a raise impact your future spending?

Posted on May 14, 2012 by Ryan Paredez in Featured, How To Videos
How does a raise impact your future spending?

You got a raise – hopefully! We all hope for a nice raise when working, sometimes it happens sometimes we get disappointed. Regardless, a small raise is better than none at all. You can use Planwise to see how that raise will increase your income and add allow you to make that major purchase you’ve been [...]

planning, planwise, raise No Comments Read More

Personal Finance – Non-dischargeable debt

Posted on May 9, 2012 by Ryan Paredez in Education, Personal Finance, Recent
Personal Finance – Non-dischargeable debt

An almost fresh start There might be a time in your life where things just aren’t going as planned and your last resort has come to filing for bankruptcy. This is something that one usually doesn’t want to do, but it happens. Bankruptcy usually clears you of your current debt. Unfortunately, there is such a [...]

debt, education, personal finance No Comments Read More

Planwise and Outside Lands

Posted on May 4, 2012 by Ryan Paredez in Any, Featured, How To Videos, Recent
Planwise and Outside Lands

Who doesn’t like music festivals? As a huge music lover, attending music festivals are always things I look forward to each year. There are times when I can’t simply afford it. This is because I didn’t plan for it. Using Planwise can help you have a better grasp on how to fund your attendance to [...]

how to, music festival, Outside Lands, San Francisco No Comments Read More

Planwise Featured in Startup Report

Posted on May 3, 2012 by Ryan Paredez in Any, Company, Featured, In the Press, Recent
Planwise Featured in Startup Report

Making the headlines! As we continue to push our outreach, we get the help from other awesome companies as well. Startup report just wrote up a feature about us and we are stoked! You can check out their home page here –

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Mortgage – Blanket Insurance

Posted on May 2, 2012 by Ryan Paredez in Any, Education, Featured, Housing, Mortgage, Recent
Mortgage – Blanket Insurance

A BIG Blanket It’s always exciting when you buy a home; whether it’s brand new, your first, your second or a vacation home. One thing that remains the same is having to get home owners insurance. Home owners insurance is important for multiple reasons. Lets go into more detail about what blanket insurance is and why its [...]

blanket insurance, education No Comments Read More

Personal Technology – cool infographic from Frugal Dad

Posted on April 26, 2012 by Vincent Turner in Personal Finance, Trends
Personal Technology – cool infographic from Frugal Dad

We love a good infographic over here at Planwise – and when it’s about Personal Technology, well.. you’ve basically got us Thanks to Ryan Glass over at Frugal Dad for this one, enjoy!

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Personal Finance – Alimony

Posted on April 25, 2012 by Ryan Paredez in Any, Education, Featured, Recent
Personal Finance – Alimony

Ali-money Do the words ‘Till death due us part’ sound familiar? I would hope so. It’s usually something said at a wedding to which the husband and bride agree to. Unfortunately, things happen and people get separated. Along with separation comes Alimony payments. This term should sound familiar to most of you, but you may [...]

Alimony, education No Comments Read More
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Recent Posts

  • Work goes strong
  • Personal Finance – Cashless Exercise
  • Out with the OLD car, in with the NEW
  • How does a raise impact your future spending?
  • Personal Finance – Non-dischargeable debt

Expecting a raise?

Expecting a raise soon? Wondering how an increase in income will effect your finances? Planwise will show you how that hard-earned extra cash can lead to future purchases without burning a hole in your pocket.

Selling and buying a car

So your car is finally paid off and you've been thinking about selling it to get a newer one, want to see how doing so will affect your finances in the long run? Leave it up to Planwise to show you. It's free, simple, and easy to use

Planwise and Outside Lands

See how you can use Planwise to help you understand the financial impact of attending Outside Lands music festival or any other trips you have in mind

Planwise Instructional Video

This is a 5 minute instructional video on how to set up your profile and get started with your Planwise
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