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The Financial Planning Blog

Discover expert financial planning advice tailored for caregivers, medical professionals, and tech professionals —covering budgeting, retirement, tax strategies, and long-term wealth building.

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 […]
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The Responsibilities of a Financial Caregiver | What is Financial Caregiving

Caring for someone you love often goes far beyond physical and emotional support. Whether you’re managing bills, overseeing investments, or making sure insurance premiums are paid on time, you’re handling critical responsibilities that impact your loved one’s daily life and long-term stability. If you’ve ever asked yourself, “What is financial caregiving?” or wondered whether you’re […]
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Am I a Caregiver? | Understanding What a Caregiver Is and Why It Matters

On September 4th of 2024, my son Zack and I attended the Duke Caregiver Community Event. It was extremely well-attended—I’d estimate 400+ people in the room. We were privileged to attend a prescreening of the award-winning movie by Dr. Jessica Zitter titled, “Caregiver: A Love Story.” At the end of the screening, after the standing […]
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Caregiver Stress | Managing Stress as a Caregiver and Avoiding Burnout

Caring for a loved one – especially when you’re managing finances, medical appointments, and day-to-day care – is one of the most demanding roles a person can take on. Caregiver stress is very real, and it can impact your mental health, your relationships, and even your ability to make sound decisions. Managing stress as a […]
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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, […]
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What Is An ESPP? Avoid These Costly Employee Stock Purchase Plan Tax Mistakes

Have you ever wondered, what is an ESPP? Employee Stock Purchase Plans (ESPPs) offer a unique opportunity for tech professionals to build wealth by purchasing company stock at a discount. However, without proper planning, ESPPs can also lead to financial missteps that undermine their benefits. By understanding the most common mistakes and when to take […]
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