Financial Advice

The Financial Planning Blog

Getting Paid as a Caregiver | How to Receive Compensation for Family Caregiving

Caring for a family member – especially an elderly parent – is an act of service and love, but it often comes with a personal and financial toll. Have you ever wondered how caregiver pay works and if you can get paid to take care of a family member? Many people in caregiving roles don’t […]

Charitable Giving Gone Wrong: Common Errors When Donating Stock to Charity

Donating stock to charity is one of the most tax-efficient ways to support the causes you care about while reducing your tax burden. For tech professionals with significant equity holdings, this strategy offers a unique opportunity to make a meaningful impact without liquidating assets. However, common mistakes can diminish the benefits, create unexpected tax liabilities, […]

Long-Term vs. Short-Term Capital Gains: The Hidden Costs of Selling Too Soon

As a tech professional, stock options are likely a significant part of your compensation package, offering you the chance to grow your wealth. But what if I told you that selling your stock options too early could drastically reduce the amount you actually take home? It’s true – and that’s why it’s imperative to understand […]

Tax Loss Harvesting: The Overlooked Strategy for Professionals with Declining Stock Prices

For professionals who receive equity compensation, stock options, restricted stock units (RSUs), and employee stock purchase plans (ESPPs) can be significant sources of wealth. However, they also come with unique challenges, including volatile stock prices. When markets decline, these fluctuations can lead to unrealized losses in your portfolio. Fortunately, there is a silver lining: tax […]

Income Tax Forms 101

It’s that time of the year again. The year where you get sent PDFs, paper mail, and everything in between of tax forms. It can be overwhelming and confusing, especially for younger individuals who may just be starting to do their own taxes. We are going to give you an brief list of tax forms […]

Credit: What is it and why do you need to know about it?

What is credit? This is a very common question among large portions of our country. It is a confusing topic that leave many feeling with more questions than answers. This blog post will try to address some common questions and misconceptions about credit. To start, when we purchase a credit card, we are […]

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The Financial Planning Blog