How Are My RSUs Taxed And How Should I Best Prepare? Stock CompensationCristina LivadaryApril 5, 2024restricted stock units, taxes, stock options, compensation, planning, tax loss harvesting, investment advice, financial life planning
Maximizing Investment Returns: The Art of Tax Loss Harvesting InvestingCristina LivadaryMarch 22, 2024tax loss harvesting, taxes, stocks, markets, investment advice, financial life planning, wealth management
The Math of Inheritance Cristina LivadaryMarch 8, 2024inheritance, retirement, investment, IRA, taxes, tax loss harvesting, estate planning, planning, financial advice, financial security, real estate
Long Term Care Taxes And What It Means For You Cristina LivadaryJune 30, 2023insurance, financial life planning, financial empowerment, aging, care, taxes, be, well
Tips for Minimizing Taxes on Stock Options and RSUs Cristina LivadaryFebruary 10, 2023stock options, restricted stock units, planning, tax loss harvesting, taxes, savings, advice, investment advice
Mana's 2022 Year End Blog Cristina LivadaryDecember 16, 2022investment, restricted stock units, retirement, financial life planning, wealth management, taxes, celebration, conversations, economy
Mana’s Big Legislation Update Cristina LivadarySeptember 2, 2022legislation, news, climate, economy, technology, markets, taxes, healthcare, savings, benefits
Who Needs to Pay Estimated Taxes? Cristina LivadaryJune 10, 2022advice, financial life planning, financial empowerment, wealth management, taxes, capital gains, restricted stock units, income, retirement, investment advice
What is tax loss harvesting? Cristina LivadaryMay 27, 2022tax loss harvesting, taxes, investment, markets, stocks, planning, financial life planning, wealth management, restricted stock units
How are my employee stock options taxed? Cristina LivadaryMarch 4, 2022taxes, tax loss harvesting, capital gains, Employment, financial empowerment, financial life planning, CPA, conversations
Unintended Consequences for a DIY Investor Cristina LivadaryApril 9, 2021capital gains, investment, taxes, wash sale rule, margin trading, tax loss harvesting
I have RSUs, but didn’t sell any. Why is my tax bill so crazy? Cristina LivadaryFebruary 26, 2021stock options, restricted stock units, financial advice, planning, Employment, taxes, investment
The breakdown on brokerage accounts Cristina LivadaryOctober 30, 2020taxes, tips, stock options, investment, financial life planning, financial empowerment, retirement
Meaningful family conversations to drive estate planning forward Cristina LivadaryDecember 6, 2019financial life planning, family, personal history, advice, planning, wellbeing, milestones, real estate, taxes, love
Charitable Deductions: How to Use the Tax Code to Give and Save More Cristina LivadaryNovember 22, 2019holiday, family, charity, donation, savings, taxes, wealth management, wellbeing, visioning
Mindful Spending: 5 Strategies to Improve your Cash Flow and Savings Cristina LivadaryOctober 25, 2019money, savings, financial life planning, finance, retirement, credit, taxes, emotion, wealth management, wealth
You might be rich, but you can still Roth Madison ElliottAugust 30, 2019advice, taxes, retirement, planning, Employment, wealth management, clients, goals
How To Not Let Taxes Drag You Down Madison ElliottAugust 16, 2019taxes, markets, investment, goals, planning, finance, wealth management, real estate, Employment