Financial Geekery

I know, "tax shelters" is a bit of a loaded word, bringing to mind Swiss bank accounts and offshore holdings in the Cayman islands.

Know someone who loves (a) nerds, (b) financial planning, and (c) operations/administration? Send this their way!

Operations Specialist

I’m looking for an operations specialist who’s looking to grow with our company -- and loves working with Gen-X/Gen-Y nerds!

Summary

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Of course, tax optimization can't fit into a single blog article. But what I can do is point you to several of the biggest knobs you're likely to have available as a tech professional: your employee benefits!

This deceptively simple question comes up quite a lot when I'm talking to clients. There are actually several different questions they might actually be asking! And asking the right question is critical.

When should you use it? Where does it fit in your overall portfolio? Can you invest it? All good questions. Welcome to emergency savings 201.

We have to have an Adaptive Financial Planning mindset. But that doesn't mean we're completely at the mercy of chance.

How do you allocate your dollars such that you are prepared for the future, but also living fully in the present?

The concept of "Plan B" is extremely useful for two main reasons, either of which may be more important depending on what kind of person you are.

What does "working towards your financial goals" even look like? Let's talk about that.

It's my job to maximize not just your return on investment, but your return on life. And giving your money away is a core part of that.