Filter By Category
- About DiversiFi 15
- 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:
Mega Backdoor Roth Guide
In this post, we’ll dive into what the Mega Backdoor Roth is, how it works, what to consider before investing, potential tax benefits, and the next steps you should take if you are interested in investing.
Adjustable-Rate Mortgages (ARMs) vs. Fixed-Rate Mortgages
What’s the difference between an Adjustable-Rate Mortgage and a Fixed-Rate Mortgage? Let’s dive into it!
Guide to Gifting Rules for Parents
In this post, we will summarize what qualifies as a gift, strategies for maximizing your gift’s impact, and key considerations when assisting your children financially at different points of their lives.
Real Estate Commission Rules Update: Guide for Sellers and Buyers
In this article, we’ll explain what the changes to the new real estate commission rules mean, how they affect the buying and selling process, and what buyers and sellers should be prepared for in this new landscape.
5 Tips for Managing Underwater RSUs
The reality of vested shares can be complex and sometimes disappointing, especially if the stock price has fallen since the IPO. If you find yourself in this situation, here are 5 strategies for managing your underwater RSUs effectively.
8 Things to Know About Trading Windows for Employees in Tech
Understanding trading windows and the rules surrounding them is crucial to making informed decisions about when to buy or sell company stock.
In this post, we share 8 key things to know about trading windows for employees in tech.
Tax Hack: Charitable Remainder Trusts Explained
In this post, we will explain what Charitable Remainder Trusts are, how they work, their benefits, drawbacks, and the different types available.
Cash Needs vs. Chasing Yield: Choosing Between Bond Ladders and Money Market Funds
In this post, we break down the key differences between bond ladders and money market funds to help you decide which is right for you.
Series I Bonds: Explained
In this post, we'll explore everything you need to know about Series I Bonds, from how they work to their benefits and how to invest in them.
Covered Calls 101
In this post, we'll delve into what covered calls are, how they work, and explore the pros and cons of implementing this strategy. We’ll also share more about our Covered Call service, in the event that you want some guidance and support implementing this investment strategy.
Trading Windows: Explained
This post explores what trading windows are, closed versus open windows, and how to navigate them effectively with the right planning.
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.
Tired Of Trading Windows? Meet The 10B5-1 Plan.
Let’s explore what a 10b5-1 plan is, how it works, and the risks and rewards associated with implementing such a plan.
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!
9 Charitable Giving Strategies for Year-End
Charitable giving is not just an act of generosity—it's also a savvy financial strategy. Learn about some tips to maximize your charitable impact before the year's end.
Have Stock from your Past Employer? Consider Covered Calls!
In the fast-paced world of technology, savvy investment strategies can be a game-changer for your financial growth. For tech professionals, covered calls can be a robust tool to enhance income and diversification.
Let’s unpack 10 key items tech employees should consider to determine if covered calls is a good fit.
Tax-Loss Harvesting Beware! The Ins & Outs of the Wash Rule
Learn about tax-loss harvesting and the intricacies of the Wash Rule and its impact on your trading strategies.
7 Things to Know About Stock Vesting
When landing a new job in the tech industry, all the details about stock options can seem overwhelming and jargon-filled. We’re here to help with a few high-level things to keep in mind about stock vesting.
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!