Landon Loveall, CFP

Latest Posts by Landon Loveall, CFP

financial independence

The Basics of Financial Independence, Explained for Busy Professionals

Here’s how to make your job something you choose rather than something you need. We discuss financial independence a lot

why you got a tax bill

3 Reasons You Got a Tax Bill Even Though You Usually Get a Refund

You’ve always received refunds, but now all you have is a massive tax bill. What gives? Filing taxes isn’t a

rsus vs cash for tech ipos what to choose

RSUs vs. Cash: Which Should I Choose Before a Tech IPO?

Instacart employees can choose between cash and RSUs for their refresh grants this year. Here’s the smarter choice. Today’s stock

blog-post-ipo-blues

Post-IPO blues: How to cut your losses after riding the tech stock dips

You may have held onto your stock for too long but there’s still time to turn things around. Going public

silicon valley bank collapse

Silicon Valley Bank Collapse: 7 things Tech Employees Must Know

Our team was in a weekly meeting last Thursday when I saw the headline “Silicon Valley Bank CEO Tells VC

10(b)5-1 plan

Should I Set Up a 10(b)5-1 Plan?

Is a 10(b)5-1 plan a good idea? Or will it keep you trapped in a bad stock market? What if
2022 bear market inflation

2022’s Bear Market, Inflation, & Rising Interest Rates: 5 Things to Do Now

It’s the trifecta of doom for personal finance, and all three happening right now: Bert Whitehead, author of “Why Smart

best investments with stock options

What are the Best Investments to Pair with Employee Stock Options?

Anytime we have a client with stock options and an IPO in the future (which is often), we build their

remote work financial goals

Remote Work, State Taxation, & Advancing Your Financial Goals

For many of us, it’s hard to remember what the morning commute felt like. It’s been over two years now,