Search the Blog:
10 Things to Do Right Away if You’re Laid Off
It’s important to understand the financial impact of your job loss and strategize the next steps. In this post, we share 10 actions you should take if you’re unexpectedly let go from your company.
Net Worth Calculator
Net worth is a key component of financial planning—it is the foundation for budgeting, retirement modeling, and investing. Use our net worth calculator to gain a better idea of your net worth!
Tax Extensions: Explained
Let’s explore the myth surrounding tax extensions and break down the pros and cons of filing one.
Unraveling the Tax Puzzle: What’s the Difference Between Effective and Marginal Tax Rates?
Navigating through the intricate world of taxes can be a daunting task. Let’s take a deep dive into understanding the effective and marginal tax rates and explain their impact on your financial health.
Maximizing Impact: The Role of Donor-Advised Funds in Your Charitable Giving Strategy
Donor-Advised Funds (DAFs) have emerged as a powerful tool for charitable giving. But what makes DAFs particularly appealing for stock-based compensation professionals? Let's dive in!
Tax-Loss Harvesting Beware! The Ins & Outs of the Wash Rule
If you're joining a tech startup or a growing company, there's a good chance you'll encounter NSOs. But what exactly are they, and how do they differ from other types of stock options? Let’s dive in!
Direct Indexing: A Game-Changer for Tax-Loss Harvesting
While tax-loss harvesting is a familiar concept to many, direct indexing is emerging as a powerful tool to amplify its benefits. Let’s delve into how direct indexing can significantly boost the benefits of tax-loss harvesting.
Demystifying Tax-Loss Harvesting: Pros, Cons, & Strategy Integration
Tax Harvesting may seem like an odd investment term, but it’s a crucial strategy to any investor. Let’s dive in!
How are Investment Earnings Taxed?
Something everyone should know: how investment earnings are taxed. Stay informed via our blog post!
10 Tax Terms You Should Know
The word “taxes” makes most people grimace and we get it: taxes can seem daunting! Even the language around taxes can feel overwhelming. To help combat the confusion, we’re breaking down some popular tax terms and what they mean.
