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Blog
Featured
May 1, 2024
Bruce R. Barton, CFP® CFA
Building Your Team for Financial Success
May 1, 2024
Bruce R. Barton, CFP® CFA
May 1, 2024
Bruce R. Barton, CFP® CFA
Apr 1, 2024
Bruce R. Barton, CFP® CFA
How Are RSUs Taxed?
Apr 1, 2024
Bruce R. Barton, CFP® CFA
Apr 1, 2024
Bruce R. Barton, CFP® CFA
Mar 1, 2024
Bruce R. Barton, CFP® CFA
Cashing Out RSUs: Dodging Tech Stock Disasters by Diversifying
Mar 1, 2024
Bruce R. Barton, CFP® CFA
Mar 1, 2024
Bruce R. Barton, CFP® CFA
Jan 29, 2024
Bruce R. Barton, CFP® CFA
Addressing the Unspoken Questions in College Savings
Jan 29, 2024
Bruce R. Barton, CFP® CFA
Jan 29, 2024
Bruce R. Barton, CFP® CFA
Jan 2, 2024
Bruce R. Barton, CFP® CFA
New Year’s Action Plan
Jan 2, 2024
Bruce R. Barton, CFP® CFA
Jan 2, 2024
Bruce R. Barton, CFP® CFA
Dec 4, 2023
Bruce R. Barton, CFP® CFA
Cash Management Is Back!
Dec 4, 2023
Bruce R. Barton, CFP® CFA
Dec 4, 2023
Bruce R. Barton, CFP® CFA
Oct 30, 2023
Bruce R. Barton, CFP® CFA
RSUs and Modeling Your Financial Goals
Oct 30, 2023
Bruce R. Barton, CFP® CFA
Oct 30, 2023
Bruce R. Barton, CFP® CFA
Oct 2, 2023
Bruce R. Barton, CFP® CFA
Connecting the Dots: A Reflection on Building a Financial Advisory Process that Works
Oct 2, 2023
Bruce R. Barton, CFP® CFA
Oct 2, 2023
Bruce R. Barton, CFP® CFA
Sep 5, 2023
Bruce R. Barton, CFP® CFA
Should I Pay Cash for RSU Taxes?
Sep 5, 2023
Bruce R. Barton, CFP® CFA
Sep 5, 2023
Bruce R. Barton, CFP® CFA
Jul 31, 2023
Bruce R. Barton, CFP® CFA
Are You on the Right Path to Retirement? Assessing Your Asset-Income Multiple
Jul 31, 2023
Bruce R. Barton, CFP® CFA
Jul 31, 2023
Bruce R. Barton, CFP® CFA
Jul 5, 2023
Bruce R. Barton, CFP® CFA
What Does It Cost to Work with a Fee-Only Financial Planner?
Jul 5, 2023
Bruce R. Barton, CFP® CFA
Jul 5, 2023
Bruce R. Barton, CFP® CFA
May 30, 2023
Bruce R. Barton, CFP® CFA
Rethinking Your Financial Security in the Aftermath of the First Republic Bank and Silicon Valley Bank Collapse
May 30, 2023
Bruce R. Barton, CFP® CFA
May 30, 2023
Bruce R. Barton, CFP® CFA
May 1, 2023
Bruce R. Barton, CFP® CFA
RSU Checklist for Publicly Traded Companies
May 1, 2023
Bruce R. Barton, CFP® CFA
May 1, 2023
Bruce R. Barton, CFP® CFA
Apr 3, 2023
Parkworth Wealth Management
Mega Backdoor Roth Survived!
Apr 3, 2023
Parkworth Wealth Management
Apr 3, 2023
Parkworth Wealth Management
Mar 1, 2023
Parkworth Wealth Management
Environmental, Social, and Governance (ESG) Investing in Practice
Mar 1, 2023
Parkworth Wealth Management
Mar 1, 2023
Parkworth Wealth Management
Feb 1, 2023
Parkworth Wealth Management
The Top Five Reddit Questions on RSUs
Feb 1, 2023
Parkworth Wealth Management
Feb 1, 2023
Parkworth Wealth Management
Jan 3, 2023
Bruce R. Barton, CFP® CFA
Don’t Leave Your Old 401(k) Behind
Jan 3, 2023
Bruce R. Barton, CFP® CFA
Jan 3, 2023
Bruce R. Barton, CFP® CFA
Nov 30, 2022
Bruce R. Barton, CFP® CFA
Year-End Tax Planning 2022
Nov 30, 2022
Bruce R. Barton, CFP® CFA
Nov 30, 2022
Bruce R. Barton, CFP® CFA
Oct 31, 2022
Bruce R. Barton, CFP® CFA
How to Get off Tech’s Financial Roller Coaster
Oct 31, 2022
Bruce R. Barton, CFP® CFA
Oct 31, 2022
Bruce R. Barton, CFP® CFA
Oct 3, 2022
Parkworth Wealth Management
How Many Recessions Have You Lived Through?
Oct 3, 2022
Parkworth Wealth Management
Oct 3, 2022
Parkworth Wealth Management
Aug 29, 2022
Bruce R. Barton, CFP® CFA
Two Big Financial Factors to Consider Before Switching Tech Jobs
Aug 29, 2022
Bruce R. Barton, CFP® CFA
Aug 29, 2022
Bruce R. Barton, CFP® CFA
Aug 18, 2022
Bruce R. Barton, CFP® CFA
How to Know Your Financial Plan Will Be Successful
Aug 18, 2022
Bruce R. Barton, CFP® CFA
Aug 18, 2022
Bruce R. Barton, CFP® CFA
Jul 15, 2022
Bruce R. Barton, CFP® CFA
How Worried Should You Be About Your RSUs?
Jul 15, 2022
Bruce R. Barton, CFP® CFA
Jul 15, 2022
Bruce R. Barton, CFP® CFA
May 23, 2022
Bruce R. Barton, CFP® CFA
Market Downturns and Your Financial Plan
May 23, 2022
Bruce R. Barton, CFP® CFA
May 23, 2022
Bruce R. Barton, CFP® CFA
May 2, 2022
Bruce R. Barton, CFP® CFA
Five Ways to Take Advantage of Market Downturns
May 2, 2022
Bruce R. Barton, CFP® CFA
May 2, 2022
Bruce R. Barton, CFP® CFA
Apr 1, 2022
Bruce R. Barton, CFP® CFA
RSUs 101—A Quick Refresher
Apr 1, 2022
Bruce R. Barton, CFP® CFA
Apr 1, 2022
Bruce R. Barton, CFP® CFA
Mar 14, 2022
Bruce R. Barton, CFP® CFA
Don’t Pay Tax Twice on RSU Sales
Mar 14, 2022
Bruce R. Barton, CFP® CFA
Mar 14, 2022
Bruce R. Barton, CFP® CFA
Feb 1, 2022
Bruce R. Barton, CFP® CFA
Exhausted by the Headaches of Owning Commercial or Residential Rental Property? Consider a Tax-Deferred 1031 Exchange into a DST
Feb 1, 2022
Bruce R. Barton, CFP® CFA
Feb 1, 2022
Bruce R. Barton, CFP® CFA
Dec 20, 2021
Bruce R. Barton, CFP® CFA
Our SEC Registration: Reflections on Continual Growth
Dec 20, 2021
Bruce R. Barton, CFP® CFA
Dec 20, 2021
Bruce R. Barton, CFP® CFA
Dec 1, 2021
Bruce R. Barton, CFP® CFA
Are You on Track Financially? One Number Gives the Answer
Dec 1, 2021
Bruce R. Barton, CFP® CFA
Dec 1, 2021
Bruce R. Barton, CFP® CFA