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12 Strategies if You’re Above the Estate Tax Exemption
For families whose estates exceed the lifetime estate tax exemption, here are 12 strategies to consider for minimizing estate tax costs.
Employee Stock Purchase Plans: Should I Participate?
This post explores the pros and cons of participating in employee stock purchase plans to help tech employees make informed decisions.
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.
12 Potential Pitfalls of Not Having a Comprehensive Estate Plan
Not having a comprehensive estate plan can lead to a range of potential downsides, impacting not only the distribution of your assets but also the well-being of your loved ones after your passing. In this post, we share 12 potential downsides to not having a comprehensive estate plan.
Trading Windows: Explained
This post explores what trading windows are, closed versus open windows, and how to navigate them effectively with the right planning.
Deep Dive: Understanding the Additional Medicare Tax
The Additional Medicare Tax requires individuals earning above certain amounts to pay an extra 0.9% on their income exceeding these thresholds. In this exploration, we’ll review who needs to pay this tax, the specific income levels it applies to, and how it's calculated.
9 Tips for Estate Planning as a Homeowner
Estate planning helps you avoid costly probate, minimizes tax burdens, and protects your home. In this post, we share 9 tips for estate planning as a homeowner.
9 Considerations for Estate Planning for Parents
Estate planning as a parent involves unique considerations to ensure the well-being and financial security of your children, especially if they are minors or have special needs. In this post, we share 9 considerations when estate planning for parents.
Sell-to-Cover on your Restricted Stock Units (RSUs): Explained
Sell-to-cover is an automatic mechanism used to address these tax implications, ensuring compliance without immediate out-of-pocket expenses. In this post, we clarify what sell-to-cover entails, the typical tax withholdings involved, and its impact on employees in California and beyond.
Deep Dive: Safe Harbor Rules for Quarterly Tax Payments
Safe Harbor Rules serve as your teammate, helping confirm we make sufficient tax payments throughout the year to avoid potential underpayment penalties.
7 Tips for Estate Planning for Married Couples
Couples embarking on the journey of estate planning face a myriad of decisions that can profoundly impact their financial legacy. In this guide, we explore 7 nuanced strategies and considerations essential to effective estate planning for married couples.
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.
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!