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.

By bunching deductions, you group together deductions that you may have otherwise spread over multiple years, packing them into a single tax year.

Regardless of the exemption amount, estate planning is vitally important to ensure your assets go where you want them to go upon your death.

Invest in both your relationship and your financial future. Here are tips for couples to work together on finances.

Want to know what your house is worth in today’s market? Here are three ways to find out.

If your 401(k) plan offers a regular and Roth option, how do you decide which to contribute to? Here are some tips.

Here are five more bite-sized projects to take control of your finances.

Getting your financial house in order can feel overwhelming. Here are some mini-projects that you can tackle in short order.

Owners of certain businesses can take advantage of a new tax deduction. Here is what you need to know about the new pass-through rule.

If you want to save money, you have two options: reduce expenses or earn more. Most people are already earning the maximum amount of money they can in the short term, so increasing income isn’t really a valid option.

Two main types of stock options are offered to employees of technology companies: non-qualified stock options and incentive stock options. This article covers the basic features and tax treatment of non-qualified stock options.

If you’ve worked in technology startup companies for even a short time, you’ve probably heard a story about or know someone who exercised stock options and got into trouble with alternative minimum tax (AMT). That story most likely involved incentive stock options (ISOs) and a drop in the company’s stock price after the person exercised their option.