college planning
Crunch the numbers to determine whether to save for retirement or pay for kids' college. Or find a hybrid approach that allows both, rather than relying solely on standard rules of thumb.
Tax Planning
The wash sale rule exists so that investors do not sell stocks or assets to gain a tax write-off while essentially retaining their investment in the security.
Tax Planning
Health Savings Account (HSA) is a tax advantaged account used to save for and pay for qualified medical expenses
Home Buying
Here's a scenario we recently ran with Planwell. A 35 year old FAANG employee in San Francisco wants to buy a $2.5M home. Should they buy or rent?
Tax Planning
Tax loss harvesting is the process of selling underperforming investments at a loss and using these losses to offset taxes from capital gains.
Tax Planning
There are many key actions that need to be completed by December 31 to ensure that you are optimizing your taxes to the fullest. Here is our 5-step guide for optimizing taxes by the end of the year.
financial literacy
Reset your finances in 2025. Plan financial goals, maximize contributions and maximize company benefits.
Budgeting
Learning how to teach kids about money starts with simple, everyday situations. Start these conversations early and you build their confidence with financial decisions that will serve them for decades.
Budgeting
Living paycheck to paycheck feels like running on a treadmill that never stops. But here's the truth: you can break free from this pattern. It takes time and consistent action.
Investing
When you stay invested during downturns, you position yourself for the recovery. You don't have to time the market perfectly—an impossible task even for professionals.
Budgeting
Good money management isn't about depriving yourself or becoming obsessed with every dollar. It's about creating a system that works for your real life, with all its messiness and surprises.
Financial Independence
Smart career planning means understanding which jobs hold steady when times get tough. This guide examines 20 careers that typically maintain demand during recessions, organized by sector.