by Jackie Kleinman | Mar 14, 2019 | Building Wealth, Buying A House, San Francisco
Most of us have financial goals. First house. A new car. College for the kids. Or a summer getaway to Hawaii. Often, we take longer than we’d like to achieve our goals because of pesky financial roadblocks that get in the way – unexpected medical expenses,...
by Jim Brightman | Aug 29, 2018 | Building Wealth, Financial Planning, San Francisco, Tax Planning
Here’s what you need to know about the tax breaks for business owners and self employed persons — specifically, what you need to know about the Section 199A deduction. Regulations issued August 8, 2018 – New regs were issued to provide guidelines...
by Landon Loveall | Jan 12, 2018 | Financial Planning, San Francisco, Stock Options, Tech Industry
Receiving stock options can provide you with a fantastic opportunity to build wealth. But as with any investment, nothing is guaranteed — and making the wrong stock option decisions could cost you. To help you avoid making a mistake, let’s discuss the...
by Landon Loveall | Sep 18, 2017 | Financial Planning, IPO, San Francisco, Stock Options, Tech Industry
Your company just announced its IPO. ???? You’ve been waiting for this day since the moment you started working there, and it’s finally come. Whether or not you’ve been diligent about exercising your stock options up until this point, you do know one...
by Landon Loveall | Apr 17, 2017 | Building Wealth, Financial Planning, San Francisco
Most of what you read about saving more money is misguided. It focuses on the wrong things. Saving a fixed percentage of income Cutting expenses The two approaches are the same approach presented in different ways. Saving a fixed percentage of income that is more than...
by Landon Loveall | Feb 6, 2017 | Financial Planning, San Francisco
The goal of investing is to buy and sell at a profit. You want to make money. You report gains to the IRS when you sell. The gains determine the tax bill related to the investment you made. What is cost basis? Cost basis is the total price you paid to buy an...