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Financial Planning & Wealth Management Blog

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Want Financially Savvy Kids? Give Them These 3 Gifts
Want Financially Savvy Kids? Give Them These 3 Gifts

How do you raise financially competent kids without spoiling them? Real stories, practical strategies, and tools to grow confident, money-savvy adults.

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Samantha Mockford, CFP®July 2, 2025Comment
How Much Is Enough: Achieving Your Life Goals Without Ever Needing to Work Again
How Much Is Enough: Achieving Your Life Goals Without Ever Needing to Work Again

Wondering if you can retire early or take a break from work? Learn how tech professionals with equity can define ‘enough’ and build a freedom-focused plan.

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Kiersten Peshek, CFP®June 27, 2025Comment
What Is a Tender Offer? A Guide to Private Company Liquidity for Tech Professionals
What Is a Tender Offer? A Guide to Private Company Liquidity for Tech Professionals

Tender offers are a growing path to liquidity for tech employees with startup equity. Learn what a tender offer is, how it works, and what to consider before selling your shares.

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Jirayr Kembikian, CFP®June 24, 2025Comment
Are Alternative Investments Worth It? Risk, Returns, and Fees Comparison
Are Alternative Investments Worth It? Risk, Returns, and Fees Comparison

Alternative investments, such as venture capital and private equity funds, have long been marketed as the sophisticated choice for savvy investors.

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Jirayr Kembikian, CFP®April 23, 2025Comment
A General Overview of S-Corporations and Shareholder Compensation
A General Overview of S-Corporations and Shareholder Compensation

When deciding on the best entity type for your business, there are several factors to consider, especially when it comes to taxation. One popular option for small and medium-sized businesses is the S-Corporation election, which can provide significant tax savings as well as limited liability.

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Todd Bartman, CPADecember 4, 2024Comment
Navigating Financial Planning for AI Company Employees: Unique Challenges and Solutions
Navigating Financial Planning for AI Company Employees: Unique Challenges and Solutions

The AI industry is experiencing unprecedented growth, with advancements in technology rapidly transforming various sectors. As the industry continues to expand, employees at AI companies face unique challenges and opportunities that require careful consideration and strategic planning.

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Kiersten Peshek, CFP®September 27, 2024Comment
What Deductions You Might be Missing for Your Business
What Deductions You Might be Missing for Your Business

Business owners have significant flexibility with tax deductions, offering numerous tax advantages depending on their specific line of business. It's crucial to stay informed and proactive in identifying these opportunities to maximize your tax benefits.

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Todd Bartman, CPAAugust 22, 2024Comment
Deducting Your Automobile Expense on Your Business: Know the Rules
Deducting Your Automobile Expense on Your Business: Know the Rules

As a business owner or entrepreneur, managing your expenses wisely can significantly affect your bottom line and your tax bill. One area where you can realize substantial tax savings is through the strategic deduction of your car's operating and ownership costs.

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Todd Bartman, CPAAugust 22, 2024Comment
Navigating Life After Financial Independence: Embracing the 5 Stages
Navigating Life After Financial Independence: Embracing the 5 Stages

Once you've reached financial independence, understanding the emotional and psychological stages you may go through can help you navigate this new phase of life. Here’s how to embrace and make the most out of each stage post-financial independence.

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Kiersten Peshek, CFP®July 5, 2024Comment
What to Consider When Starting Your Business
What to Consider When Starting Your Business

Starting a business involves decisions on various crucial factors. It's imperative to carefully assess each of these aspects to ensure well-informed choices that are cohesive with your business goals and future aspirations.

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Jirayr Kembikian, CFP®June 26, 2024Comment
Navigating Tech Job Offers: What to Consider when Evaluating Opportunities
Navigating Tech Job Offers: What to Consider when Evaluating Opportunities

In the dynamic landscape of the tech industry, there are many considerations when applying for and evaluating job opportunities. Securing a job offer should not just be about your total compensation, especially if you have to materially rely on a promise of future financial rewards tied to the company's success for your own success.

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Jirayr Kembikian, CFP®May 16, 2024Comment
How to Protect Yourself from Identity Theft and Fraud
How to Protect Yourself from Identity Theft and Fraud

In today's digital age, safeguarding your personal information is more crucial than ever. With identity theft and fraud on the rise, it's imperative to take proactive steps to protect yourself. Below, we've outlined some essential methods to shield yourself against potential threats.

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Jirayr Kembikian, CFP®March 27, 2024Comment
Maximizing Your Financial Future: A Guide for Reddit Employees and Founders Before, During, and After the IPO
Maximizing Your Financial Future: A Guide for Reddit Employees and Founders Before, During, and After the IPO

Reddit has been a hot topic lately in the financial world as the company files for IPO in March of 2024. For Reddit employees or former employees with equity holdings, it is crucial to approach this IPO with a well-informed financial planning perspective.

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Kiersten Peshek, CFP®March 13, 2024Comment
You Can Do Better than Indexing
You Can Do Better than Indexing

You can do better than indexing…

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Dimensional Fund AdvisorsDecember 19, 2023Comment
What to Consider When Launching Your Startup
What to Consider When Launching Your Startup

When launching a startup, there are several key considerations that you should keep in mind. It's important to carefully evaluate each of these elements to make informed decisions that align with your business objectives and long-term plans. Here’s a guide for startup founders to build your company.

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Jirayr Kembikian, CFP®December 1, 2023 Comments
Will Inflation Hurt Stock Returns? Not Necessarily.
Will Inflation Hurt Stock Returns? Not Necessarily.

Investors may wonder whether stock returns will suffer if inflation keeps rising. Here’s some good news: Inflation isn’t necessarily bad news for stocks.

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Ryan Cole, CFP®November 29, 2023Comment
How to Niche in Company Equity
How to Niche in Company Equity

In this presentation to other financial planners Kiersten demonstrates her deep knowledge of company equity and various financial planning strategies to consider.

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Kiersten Peshek, CFP®September 29, 2023Comment
Maximizing Your Financial Future: A Guide for Instacart Employees and Founders During and After the IPO
Maximizing Your Financial Future: A Guide for Instacart Employees and Founders During and After the IPO

For Instacart employees or former employees with equity holdings, it is crucial to approach this IPO with a well-informed financial planning perspective.

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Jirayr Kembikian, CFP®September 19, 2023Comment
Navigating a Career Transition from a Stressful Tech Job: Key Steps and Considerations
Navigating a Career Transition from a Stressful Tech Job: Key Steps and Considerations

The tech industry is renowned for its fast-paced environment, innovation, and potential for high reward. However, the demanding nature of the work often causes burnout and stress. If you find yourself trapped in a stressful tech job that is taking a toll on your mental and physical well-being, it may be time to consider making a change.

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Ryan Cole, CFP®September 19, 2023Comment
Your Personal Rate of Inflation is Higher than the Official CPI Numbers
Your Personal Rate of Inflation is Higher than the Official CPI Numbers

So you’ve noticed your grocery bill, restaurant bill, family vacations, home appliances, gasoline, and even homes prices and stocks have all gone up significantly more than the official Consumer Price Index (CPI) numbers. Even if your wage increases have kept up with inflation you may be feeling like you just can’t keep up with price increases.

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Ryan Cole, CFP®September 13, 2023Comment
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