While they may sound like the same thing to those outside of the financial services profession, there are several key differences between the terms tax planning, and tax preparation. In short, one tak

Women in tech often face unique financial planning challenges that are not usually taken into account by traditional financial advice firms or FinTech solutions. For women working in tech, it can be h

If you are a person who is paid in restricted stock units each year, its important that you develop a plan for how and when you will convert those shares into actual dollars well before they actually

A donor advised fund is simply a type of brokerage account, where contributions to it are specifically earmarked for charitable giving. And in exchange, the IRS allows you to realize the entirety of t

How many times have you had an idea for something that you thought should exist in the world, but never actually pursued the thought much further than that initial moment of inspiration, only to see s

If there’s one thing we all have in common, regardless of age, gender, profession, or socio-economic status, it’s a good deal. And one thing many of us love to be able to say that we got a good deal o

Receiving a financial windfall, such as winning the lottery, may seem glamorous to those of us who never have. Still, even if half of the news articles or TV shows covering lottery winners are accurat

The Great Resignation may have tipped the scales, but the underlying sentiment of dissatisfaction among workers of all ages and demographics, representing companies and industries across the board, ha

You’ll often hear about companies and their founders who made the decision to pivot from their initial big idea that wasn’t quite working right, to something else that ended up being the best thing th

Following the bursting of the dot com bubble in 2000 that stretched all the way into 2002, the American public developed this feeling that the stock market was rigged against them. And considering how