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Financial Planning & Wealth Management Blog

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RSU Tax Planning: Tips and Strategies for High-Net-Worth Professionals
RSU Tax Planning: Tips and Strategies for High-Net-Worth Professionals

Learn how RSU tax planning works and how high earners can avoid costly surprises at vesting and sale.

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Jirayr Kembikian, CFP®January 23, 2026Comment
Understanding Bitcoin Custody and Ownership: Choosing The Right Approach for You
Understanding Bitcoin Custody and Ownership: Choosing The Right Approach for You

Learn the different Bitcoin custody methods, including self-custody, exchange custody, and hybrid solutions, and how to choose the right option for security and control.

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Jirayr Kembikian, CFP®January 21, 2026Comment
AI and Bitcoin: How the AI Boom Is Strengthening Bitcoin
AI and Bitcoin: How the AI Boom Is Strengthening Bitcoin

As AI reshapes energy, payments, and digital trust, Bitcoin emerges as critical infrastructure. Explore how the AI boom unintentionally strengthens Bitcoin.

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Jirayr Kembikian, CFP®January 20, 2026Comment
What Happens When a World Reserve Currency Declines - And How to Protect Your Wealth
What Happens When a World Reserve Currency Declines - And How to Protect Your Wealth

What happens when a world reserve currency declines? Learn the warning signs, historical examples, and proven strategies to protect your wealth.

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Jirayr Kembikian, CFP®December 28, 2025Comment
The Quiet Return of Liquidity Events in Tech: How Employees Should Prepare in 2026
The Quiet Return of Liquidity Events in Tech: How Employees Should Prepare in 2026

Learn how tech employees can prepare for tender offers and liquidity events in 2026. Understand taxes, AMT, concentration risk, and smart selling strategies.

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Jirayr Kembikian, CFP®December 4, 2025Comment
The Debasement Trade: Is This the Beginning of the Great Currency Exodus?
The Debasement Trade: Is This the Beginning of the Great Currency Exodus?

Explore the debasement trade as investors turn to gold and bitcoin to hedge against weakening global currencies.

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Ryan Cole, CFP®November 10, 2025Comment
How to Value Bitcoin: Key Valuation Models Explained
How to Value Bitcoin: Key Valuation Models Explained

Explore key frameworks for valuing Bitcoin, including Metcalfe’s Law, Stock-to-Flow, and Network Value to Transactions, to understand its worth in 2025.

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Jirayr Kembikian, CFP®September 23, 2025Comment
QSBS Reimagined: How OBBBA Reshapes the §1202 Gain Exclusion
QSBS Reimagined: How OBBBA Reshapes the §1202 Gain Exclusion

The One Big Beautiful Bill Act raises QSBS limits, adds shorter holding periods, and preserves stacking. Learn how to maximize your §1202 tax exclusion.

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Todd Bartman, CPAAugust 15, 2025Comment
Why Bitcoiners Need Financial Advice They Can Trust
Why Bitcoiners Need Financial Advice They Can Trust

Bitcoiners need more than HODLing. Learn how independent financial advice helps align your financial strategy with your values, tax needs, and long-term vision.

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Jirayr Kembikian, CFP®July 22, 2025Comment
Benefits of Integrated Tax & Financial Planning
Benefits of Integrated Tax & Financial Planning

Integrated tax prep and financial planning under one roof. Discover how having a CPA on your advisory team enhances strategy, efficiency, and peace of mind.

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Jirayr Kembikian, CFP®July 21, 2025Comment
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
AI Employee Financial Planning: Key Solutions
AI Employee Financial Planning: Key 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
Business Vehicle Tax Deductions: What You Need to Know
Business Vehicle Tax Deductions: What You Need to Know

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
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