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Planning for

Planning for "DIY" Work Sabbaticals (and Convincing Yourself to Take One)

7.0 MIN READ

Anyone here...

January 03, 2023/by XYPN Financial Experts
Good Financial Reads: How to Boost ROI with Equity Compensation: Direct, ESPPs, ESOPs, NSOs, or ISOs

Good Financial Reads: How to Boost ROI with Equity Compensation: Direct, ESPPs, ESOPs, NSOs, or ISOs

How Family Businesses Can Encourage...

December 23, 2022/by XYPN Financial Experts
How Long to Keep Financial Documents: Some Guidelines

How Long to Keep Financial Documents: Some Guidelines

11.5 MIN READ

Are you...

December 20, 2022/by XYPN Financial Experts
Good Financial Reads: Stress-Free Financial Planning

Good Financial Reads: Stress-Free Financial Planning

Five Ways to Lower Anxiety in a...

December 16, 2022/by XYPN Financial Experts
Should You Refinance Your Mortgage?

Should You Refinance Your Mortgage?

6.0 MIN READ

Over the...

December 13, 2022/by XYPN Financial Experts
Good Financial Reads: Year-End Advice & Gifting That Saves on Taxes

Good Financial Reads: Year-End Advice & Gifting That Saves on Taxes

A Roundup of End-of-Year Financial...

December 09, 2022/by XYPN Financial Experts
How to Choose Beneficiaries with Taxes in Mind

How to Choose Beneficiaries with Taxes in Mind

15.0 MIN READ

Unlike most...

December 06, 2022/by XYPN Financial Experts
Good Financial Reads: Navigating Financial Challenges & Upheavals

Good Financial Reads: Navigating Financial Challenges & Upheavals

Lessons from Tech Industry Failures:...

December 01, 2022/by XYPN Financial Experts
Feel Financially Stuck? Here’s Why—and How to Move Forward

Feel Financially Stuck? Here’s Why—and How to Move Forward

9.5 MIN READ

As financial...

November 29, 2022/by XYPN Financial Experts
Good Financial Reads: Student Financial Aid: Everything You Want to Know From Applying to Forgiveness

Good Financial Reads: Student Financial Aid: Everything You Want to Know From Applying to Forgiveness

Managing Student Loans When You're Over...

November 25, 2022/by XYPN Financial Experts
What to Do When You Become a Trustee

What to Do When You Become a Trustee

6.0 MIN READ

...

November 22, 2022/by XYPN Financial Experts
Good Financial Reads: Financial Planning Advice for Beginners

Good Financial Reads: Financial Planning Advice for Beginners

How Big Should My Emergency Fund Be?

by...

November 18, 2022/by XYPN Financial Experts
Is the Housing Market Going to Crash?

Is the Housing Market Going to Crash?

8.0 MIN READ

The last 28...

November 15, 2022/by XYPN Financial Experts
Good Financial Reads: Built Good Credit (and How to Check your Credit Score)

Good Financial Reads: Built Good Credit (and How to Check your Credit Score)

What are the Best Credit Cards of 2022?

November 11, 2022/by XYPN Financial Experts
Capital Gains vs. Ordinary Income – The Differences + 3 Tax Planning Strategies

Capital Gains vs. Ordinary Income – The Differences + 3 Tax Planning Strategies

17.0 MIN READ

Capital...

November 08, 2022/by XYPN Financial Experts
Good Financial Reads: Advice for Roth IRA Conversions

Good Financial Reads: Advice for Roth IRA Conversions

Backdoor Roth IRA: What is it and Why...

November 04, 2022/by XYPN Financial Experts
Don’t Be a Peanut Butter Philanthropist

Don’t Be a Peanut Butter Philanthropist

8.0 MIN READ

When it...

November 01, 2022/by XYPN Financial Experts
Good Financial Reads: Bear Market Silver Linings

Good Financial Reads: Bear Market Silver Linings

Is the Bear Market Over?

by Robert Stoll

October 28, 2022/by XYPN Financial Experts
How Can I Sell My Business or Real Estate and NOT Get Killed in Taxes?

How Can I Sell My Business or Real Estate and NOT Get Killed in Taxes?

8.0 MIN READ

Many...

October 25, 2022/by XYPN Financial Experts
Good Financial Reads: Financial Compatibility

Good Financial Reads: Financial Compatibility

Financial Planning for SINKs and DINKs

...

October 21, 2022/by XYPN Financial Experts
4 Steps To Determine The Right Home Budget For You

4 Steps To Determine The Right Home Budget For You

8.5 MIN READ

Buying a...

October 18, 2022/by XYPN Financial Experts

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