Financial planning for tech professionals with company stock ready to integrate it into their financial life.
Clarity, Control & Intention
Avoiding probate can save your family time, money, and stress. In this blog, we break down the benefits of using a revocable living trust in California, including avoiding costly probate fees, protecting your privacy, and reducing the risk of legal challenges. Learn how trusts work, when to update them, and why they’re a powerful tool for safeguarding your legacy.
Learn the three ways investment accounts are taxed—immediately, in the future, or never again. This guide breaks down taxable, tax-deferred, and tax-free accounts to help you choose the right mix for your financial goals. Find out how understanding these tax structures can improve your long-term investing strategy.
Your retirement might last 25 years or more—will your money keep up? This blog explores how inflation drives up future costs and why investing in stocks can help your portfolio outpace it. Learn how to plan for the rising cost of retirement and protect your standard of living.
Retirement is changing. With people living longer, a 30-year retirement may require more income than expected. This blog explores how to prepare financially—and mentally—for a retirement that may still include work.
Buying individual stocks might feel like a smart move — but the odds are stacked against you. In this blog, we break down how Wall Street analysts operate, why their deep advantages make stock picking a losing game for everyday investors, and why index funds have outperformed even the pros over time. If you want your Financial Plan built on solid ground, this is a must-read.
Discover why a market crash isn’t always bad news for your financial future. Learn how falling stock prices can create opportunities to buy quality investments at a discount, setting you up for greater long-term gains. Understand the power of diversification and why patience is key to turning market downturns into wealth-building moments.
