Newsletter
Read Time: 3 minutes
Welcome to the 53rd edition of the Tech Financial Planning (TFP) newsletter.
If you have company stock, please, please, pretty please, make sure you report the correct cost basis.
It can be the difference between owing $7,000 and owing $10 (aka tipping the IRS).
I was chatting with someone earlier this week on LinkedIn and they were doing their taxes in TurboTax and they were surprised with how much taxes they still owed.
Read Time: 5 Minutes
Welcome to the 43rd edition of the Tech Financial Planning (TFP) Newsletter.
What on earth is financial planning, and how is it unique for people in tech?
Or put more simply, what is it that we actually do with clients?
In this newsletter we’ll break down what financial planning is, both broadly and for our clients, and some ways we’ve helped clients this year.
Read Time: 3 minutes
Welcome to the 29th edition of the Tech Financial Planning (TFP) newsletter.
Over the past 3 years I’ve met with hundreds of tech professionals, and I’ve seen 6 common financial planning mistakes.
These can cost thousands or even millions of dollars.
In this newsletter, we will explore 6 common financial planning mistakes tech professionals make and some possible ways to avoid them.
Read time: 5 minutes
Welcome to the 22nd edition of the Tech Financial Planning (TFP) newsletter.
As we enter tax season, there’s an easy mistake that can cost tech professionals big time.
The dreaded double tax on their stock compensation.
In this newsletter we’ll break down what the double tax is, how it happens, and how to avoid it.
