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Equity Compensation Tips For RSU And ISO Tax Planning

Equity Compensation Tips For RSU And ISO Tax Planning

It can be overwhelming when you first start to receive equity compensation, especially if you're working for a startup or a smaller company where they don't have the resources to provide you education on maximizing your equity compensation. From taxes to financial...

When Should You Work With A Financial Planner?

When Should You Work With A Financial Planner?

https://youtu.be/gKJpvh-gjtM   Here are three times when you should consider working with a financial planner:   #1 - You have a major life transition (marriage, divorce, children). Whenever you have a major life transition, there's typically a lot of money...

Four Tax Planning Tips For 2021

Four Tax Planning Tips For 2021

We'll start with the ever-important disclaimer that this blog post is not intended to be tax advice, and you should consult with your tax professional regarding your particular situation before considering any of the tips discussed 🙂 Before we get into the tips, it's...

The Number ONE Element In Making Work Optional 🎙️

The Number ONE Element In Making Work Optional 🎙️

On this Do More With Your Money podcast episode, I'm going to share with you the number one element in making work optional. The path to both building and maintaining financial independence is built on this crucial concept. The earlier you can master it and build it...

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