by Landon Loveall | Apr 2, 2024 | Financial Planning, San Francisco
A guide to recognizing a single wealth-accelerating opportunity that can help you — and your heirs — achieve financial freedom. Almost every movie ends with a triumphant scene that goes something like this: The hero takes a moment to realize their victories and relish...
by Landon Loveall | Feb 1, 2024 | Employee Stock Options, Financial Planning, Tech Industry
The IPO was announced. You took action and did the 5 things everyone must do. Now, you are in the lock out period, and it is time to develop your post IPO selling strategy. The lock out period is the time when you are restricted from selling your shares. It usually...
by Landon Loveall | Jan 24, 2024 | Financial Planning, San Francisco
Should I buy a house now or wait? There is one question I struggle with more than any other. It’s impossible to answer. On the surface it’s easy. Buying a house is a good long-term move. There are tax benefits. You get to deduct your mortgage interest on...
by Jackie Kleinman | Jan 9, 2024 | Financial Planning
Having your own stash of cash can strengthen your marriage. Most people would agree that communication and transparency are key tenets of any healthy marriage, but are there any secrets worth keeping from your spouse? What if the secret revolves around finances, a...
by Landon Loveall | Dec 26, 2023 | Financial Planning
A guide to investing your lump sum to generate passive income. Seeing your company get acquired can feel bittersweet. It’s a culmination of years of hard work towards what used to seem like a pipe dream. Now, here you are with a lump sum of cash, thinking about your...
by Jackie Kleinman | Nov 28, 2023 | Financial Planning
Maintaining a sense of financial independence is important for both your happiness and your money. Many of the big life decisions you make substantially impact your finances. But one decision that yields arguably the largest financial consequences is marriage. While...