Filter By Category
- About DiversiFi 14
- Advanced Financial Strategies 23
- Budgeting 11
- Client Story 6
- Equity Compensation 31
- Estate Planning 12
- Financial Scams 1
- Getting Married 4
- Going Through an IPO 4
- Growing Your Family 5
- Home Buying 9
- Insurance 2
- Investing 49
- Job Change 4
- Planning For Retirement 6
- Real Estate 5
- Tax 28
Search the Blog:
Team Member Spotlight: Jaclyn
In this post, learn about our Chief Operating Officer and Partner, Jaclyn!
Budgeting 101: How to Manage Your Money
In this post, you will learn how budgeting works, why awareness matters, and how to manage your money in a sustainable way.
Team Member Spotlight: Tim
In this post, learn about our Sr. Business Analytics Program Manager, Tim!
Money Moves: A CRUT Strategy for Diversifying Concentrated Stock
In this post, we explore how a CRUT strategy works, who it’s designed for, and how investors can use it to diversify appreciated assets while generating income and supporting charitable giving.
Team Member Spotlight: Eileen
In this post, learn about our Operations Associate & Designer, Eileen!
Team Member Spotlight: Bianna
In this post, learn about our Marketing & Communications Coordinator, Bianna!
Tax Treatment of RSUs
In this post we break down exactly how the tax treatment of RSUs works, when taxes apply, and what you should plan for.
Social Security 101
In this post, we’ll cover what Social Security is, how benefits are calculated, when you can start claiming, and strategies to help you make the most of your benefits.
Lifestyle Creep 101
In this post, you will learn what lifestyle creep is, why it happens, and how to manage it in a sustainable way.
Money Moves: Moving to Puerto Rico
In this post, we examine how moving to Puerto Rico can be a powerful wealth-planning strategy for certain high-net-worth individuals.
Trump Accounts 101
In this post, we’ll explain what Trump Accounts are, how they work, and how parents might think about them as part of a broader financial plan.
Account Rebalancing 101
In this post, we will explore what account rebalancing is, why investors pay attention to it, and what trade-offs should be considered before putting a rebalancing strategy into practice.
Tax Exchange Funds 101
In this post, we will walk through what tax exchange funds are, how they work, and the key advantages and trade-offs to understand before considering one.
Margin of Safety 101
In this post, you’ll learn what a margin of safety means, how it works, and how to apply it across your financial life.
Alternative Minimum Tax 101
In this post, we’ll explain what the Alternative Minimum Tax is, who it affects, and how you can plan for it more effectively.
Home Insurance 101
In this post, we will walk through the basics of home insurance, what is covered (and what is not), how to choose the right policy, and when to review your coverage.
10 Tips on How to Get Ahead Financially in Your 20s
In this post, we’ll share ten practical ways on how to get ahead financially in your 20s, from building smart habits to making the most of your employer benefits and equity opportunities.