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People working in tech and other sophisticated industries are often smart, well-educated, hard-working, and passionately dedicated to their jobs. You might assume they have a good handle on their personal finances as well. But while some do, many do not.
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You may have money coming to you that you didn’t even know existed. Here’s how to find your unclaimed property.
As a financial advisor, I’m often asked about the best places to retire. I welcome the question, as one of the key considerations in planning your retirement is deciding where you will live.
The IRS issued guidance for rental real estate under section 199A rules. We look at the proposed rules.
With the release of Personal Finance for Tech Professionals, I’ve been getting asked how exactly is financial planning different for tech workers.
I spent the last year and a half writing this one-of-a-kind resource to help tech professionals build wealth and achieve financial goals.
Need tax essentials on pass-through business income? We take a look at proposed regulations.
If you’re considering tax loss harvesting, do it by December 31. Here’s what you need to know about this investment process.
What to do with restricted stock units—sell or keep—is important to your long-term financial planning.