tax planning

TFP #047: It's Ok To Pay Taxes

Read Time: 4.5 Minutes

Welcome to the 47th edition of the Tech Financial Planning (TFP) newsletter

Everyone feels like they are paying too much in taxes.

A common pain point: 

“We are getting killed in taxes. 

We make $300k-$500k+ as a W2 household and we routinely pay 5 to 6 figures in taxes every year. 

What can we do?

Unfortunately, there’s no magic wand that you can waive to make your taxes go away.

Spoiler alert: sometimes it’s ok to bite the bullet and pay the taxes.

Because saving (or deferring) taxes almost always comes at some sort of cost.

It’s usually costs you one of two things

  1. Access

  2. Less money in your pocket today

TFP #043: How Is Financial Planning Different For Tech Employees?

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.