No matter the state of the housing market, the question of "Should I buy a house now or wait" is on the mind of every homebuyer. However, as of the time of this writing, if you are looking to decide between buying a home, renting, or staying put, your decision [...]
As of 2024, when this article was written, if your income is above $161,000 as a single filer or $240,000 as a married filer, sadly, you are not allowed many of the tax breaks the majority of US citizens participate in. This includes a variety of credits and deductions. While [...]
If you are considering giving, put away the checkbook and that debit card. There are better and more effective giving strategies out there. Intelligent giving meets your philanthropy goals and also allows for flexibility, control, maximum tax impact, and the ability to create a legacy. To give like Bill Gates [...]
As a tech professional, there are many ways for a liquidity event to happen to you. You can be a part of an IPO, a merger, a buy-out, a tender offer or even getting wrapped up in a SPAC. In any of those cases, your pre IPO stock options will [...]
If you currently work or have worked for a tech company then it is very likely you have managed to accumulate vested stock. You may even have a large, highly appreciated, and concentrated vested stock holding. If so, this portion of your portfolio probably has done well for you over [...]
