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6 Smart Ways To Manage Concentrated Stock

6 Smart Ways to Manage Concentrated Stock

August 16, 2023

So, you have a large position in a single stock. This stock represents 10%, 20%, or even more of your investment portfolio. Maybe you…

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If California Were A Country

If California Were A Country

June 8, 2023

If California were a country, it would immediately be a global force to be reckoned with. It is no secret that California is the…

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How Mega Backdoor Roth IRAs Work

How Mega Backdoor Roth IRAs Work

May 19, 2023

Are you interested in a little-known strategy that could help you save up to $43,500 into a Roth IRA every year? This method is…

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Asset Location Strategy

Demystifying Asset Location

April 20, 2023

You may be familiar with the concept of asset location. It’s a tax planning strategy that can help you optimize your investment portfolio’s tax…

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tax loss harvesting ultimate guide cover image

Is Tax-Loss Harvesting Worth it?

April 18, 2023

Tax-loss harvesting is undoubtedly worth the effort in most cases (but not all). If done correctly, tax-loss harvesting can lead to higher overall portfolio…

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How To Change California Residency

How to Change California Residency

April 16, 2023

Are you considering moving out of California? You are not alone. California’s population decreased by 358,662 in 2021 and 113,649 in 2022. Both are…

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Universal Basic Income Bad Idea Poster

Universal Basic Income is a Bad Idea

January 27, 2023

There has been a lot of talk about Universal Basic Income (UBI) over the past few years. It has recently resurfaced as former Presidential…

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Sequence of Savings 1

Sequence of Savings

January 5, 2023

Where should you save your money first? Should you prioritize funding an emergency fund or paying off high-yield debt? Should you max out your…

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What is an HSA

What Is An HSA And How Does It Work

September 22, 2022

The Health Savings Account (HSA) is perhaps the most underutilized account type out there, even though it offers the highest number of tax benefits….

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