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 | 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 Landon Loveall | Jan 10, 2024 | San Francisco, Tech Industry
Finding the time to meet someone and date are really hard when you work in tech. There are the long hours at work, and the frantic pace of San Francisco. But, if marriage is part of your plan, a number of factors could lead to working with your spouse at the same...
by Landon Loveall | Feb 27, 2020 | Building Wealth, Financial Planning, San Francisco, Tax Planning
Preparing for taxes can be a doozy of a task… and not just for accountants. Yes, while some filings are easier than others for us, you’ve still got a lot to sort out on your own before you ever come in to see someone like me. I know, I know. Unfair. Especially since...
by Jackie Kleinman | Aug 1, 2019 | Financial Planning, San Francisco, Tech Industry
This is the third in a four-part series about your paycheck – what the various deductions mean and why you need to pay attention to them so you can effectively manage your cash flow to support the lifestyle you desire. In my last couple of blogs, I’ve talked about...
by Landon Loveall | Jul 11, 2019 | Building Wealth, Employee Stock Options, IPO, San Francisco, Stock Options
When people are granted stock options, it’s the same BIG question, every time: Buy? Or sell? And when it comes to RSU (or restricted stock units), we almost always tell our clients to sell, and to sell them ASAP. Like, don’t even hesitate, wait, or take time to “think...