fbpx
Start Here

Financial Planning

Financial planning captures a broad range of topics that impact your financial wellbeing. These topics address anything that has a dollar sign in front of it that is not investing related.

25 03, 2024

Do I have to pay tax on stocks if I sell and reinvest? Not with Exchange Funds.

By |2024-03-28T00:18:59+00:00March 25th, 2024|Concentrated Investments, Financial Planning, Investing, Tax Management|0 Comments

Do you have to pay tax on stocks if you sell and reinvest? Yes. But there's a way to effectively execute a similar transaction with similar positive outcomes through an exchange fund. If you are a tech professional, building your wealth by holding on to your employer's stock was probably [...]

Read More
6 12, 2023

White Paper: How Much Risk Should You Take? A Better Approach.

By |2023-12-12T20:34:19+00:00December 6th, 2023|Financial Planning, Investing|0 Comments

When you hire a financial advisor, sign up for a 401(k) at work, or otherwise get started with a new investment plan, one of the first questions you'll try to answer is "what is your risk tolerance?" Risk tolerance, an investor's ability and willingness to tolerate losses for the prospect [...]

Read More
5 12, 2023

How Much Investment Risk Should I Take?

By |2023-12-06T19:32:40+00:00December 5th, 2023|Financial Planning, Investing, Postmodern Finance|0 Comments

When you engage a financial advisor, enroll in a 401(k) at your workplace, or initiate a new investment strategy, one of the pivotal questions often posed is about your "investment risk tolerance." Understanding your risk tolerance – a crucial aspect in an investor's capacity and willingness to endure potential losses [...]

Read More
1 11, 2023

How to Transform Your Wealth

By |2023-11-01T16:46:29+00:00November 1st, 2023|Financial Planning, Investing|0 Comments

If you're earning between $150,000 and $2,000,000 yet feel trapped in the 'new middle-class high-income' category, this guide is tailored for you. In the tech world, many dream of translating their hard work into wealth, seeking strategies for a more secure future. However, there's no shortcut to riches. Personal growth [...]

Read More
16 06, 2023

Short Term Rental Tax Benefits to Reduce Your W2 Taxes

By |2024-02-20T18:09:05+00:00June 16th, 2023|Financial Planning, Investing, Real Estate Investing, Tax Management|0 Comments

There are very few things that you as a high W2 income earner can do to reduce your tax bill. However, there are short-term rental tax benefits that give you access to a tax loophole that can meaningfully make an impact on your taxes. This Airbnb tax loophole (or VRBO) [...]

Read More
X

Pin It on Pinterest