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Financial Planning

Financial planning captures a broad range of topics that impact your financial wellbeing. These topics address anything that has a dollar sign in front of it that is not investing related.

15 03, 2021

Tax-Loss Harvesting: Beyond the Basics Tax Minimization Strategy

By |2021-12-17T18:30:38+00:00March 15th, 2021|Concentrated Investments, Financial Planning, Investing, Tax Management|0 Comments

Tax-loss harvesting is a tax minimization strategy that is often used to offset some capital gains at the end of the year. In a more professional portfolio, it is used to take the sting out of taxes generated from rebalancing. Many people believe they are properly tax-loss harvesting, but in [...]

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16 12, 2020

Framework for Financial Success

By |2021-01-12T23:12:05+00:00December 16th, 2020|Financial Planning|0 Comments

This blog post will outline what I like to call a framework for financial success. I am a very visually oriented person and I wanted to create a visual framework that people could follow to create financial success for themselves. I drew this framework up in 2018 and have attempted [...]

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7 11, 2020

Should I Participate in ESPP at Work? 5 Situations to Consider.

By |2022-02-01T16:47:16+00:00November 7th, 2020|Equity Compensation, Financial Planning|0 Comments

When you think about your employer benefits a question you should ask yourself is "Should I participate in ESPP at work?" If you have this benefit it may not be clear why you would participate. At first, ESPPs may not seem as attractive as receiving RSUs or even your 401k [...]

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15 10, 2020

Money Mindset: From Scarcity to Abundance

By |2022-06-30T15:02:13+00:00October 15th, 2020|Financial Planning|0 Comments

This is the second in a three-part blog series on do you have the right money mindset for financial success. As your CFP it is my job not only to help you grow your wealth in the most efficient way it’s also to help you understand why mindset around money [...]

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15 09, 2020

Do You Have the Right Financial Mindset for Success?

By |2020-09-17T15:47:36+00:00September 15th, 2020|Financial Planning|0 Comments

Success in life as it is in finance I believe is primarily driven by mindset. World Famous business and self-help coach Tony Robbins and others say that success is 80% mindset and 20% skills. They have touted this bastardized adaptation of the 80/20 Pareto principle for years. While I'm no [...]

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