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Common Estate Plan Obstacles & How To Overcome Them
Estate planning can seem overwhelming, which is why we work with families to help them set their estate planning up for success. Learn more about obstacles others face and how to overcome them when estate planning!
Estate Planning 101
A comprehensive estate plan is essential for ensuring that your assets and wishes are properly managed and distributed after your death or in the event of incapacitation. Learn more about what you need to know regarding estate planning!
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!
Selling Private Company Stock: The Insider's Guide To Cashing In Before The IPO
Startups can be exciting and promising ventures, but often require significant time, effort, and money before becoming profitable, which means many start up employees receive stock options as part of their comp package. Let’s discuss how startup employees can sell shares of their privately held stock before it goes public!
Tax Extensions: Explained
In this post, we’ll explain what a tax extension really is, why people file one, and what you need to know about payments and deadlines.
Equity Payout: Explained
Equity comp can be confusing, so let’s discuss the different forms of stock compensation and how companies use them to pay their employees!
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.
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!
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.
The end of Mint: Our zero-based budgeting philosophy and why we believe in Monarch Money
The impending shutdown of Mint signifies the end of an era. With this news being so fresh, we’ve spent some time researching and testing a few platforms, and will continue to dive deeper into various budgeting apps.
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!
Dollar-Cost Averaging (DCA) 101: Pros & Cons
Navigate fluctuations in the market by investing a set amount of money at regular intervals through DCA. Learn more about this strategy!
Lump-Sum Investing 101: Pros & Cons
While some investors prefer to invest with regular, smaller amounts, others favor a single, substantial investment. Let's break down what Lump sum investing means and weigh its advantages and disadvantages.
Boost Your Portfolio: Income & Diversification with Covered Calls
Covered calls are an options trading strategy designed to generate income while helping you diversify your holdings. Let’s unlock the power & deconstruct the complexity around covered calls!
How are Investment Earnings Taxed?
Something everyone should know: how investment earnings are taxed. Stay informed via our blog post!