Recent Posts

Buying Rental Property

Rental properties provide opportunities for owners to buy real estate and generate cash flow, making them attractive investments. The attractionespecially if combined with low-interest rates,

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Cash vs. Income

When you have a small business, you need to maintain accurate records of business financial transactions. If youve separated your personal and business bank accounts

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Equity Compensation Options

Lots of people are very confused about equity compensation. It can be a convoluted and tricky process. I've edited this summary below, which can run

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What is Fair Share?

I am going to wade into a topic here that is a little fraught. Tax policy is complicated and is being used in sound bites

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Saving for College

The New York Times recently had an article that is one of the best summaries of the whole "how do I save for college" thing

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Robo Advisor Update

Hey folks, we’ve seen some great info come out around robo advisors in the past months. I thought this would be a good time to

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Portfolio Loans

It is very often true what they say: it takes money to make money. Or, said another (slightly different way) - there are many (better)

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Freelancer Protections

You may have heard recently about California updating laws around who is an independent contractor versus an employee. People (and employers!) are confused about the

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