With all the chaos of 2020, we have almost forgot that tax season has here! This year, there are some COVID-19 related changes that we wanted to highlight. Tax Filing Deadline: July 15th Due to COVID-19, the federal tax filing is now delayed to July 15, 2020. This gives us more time to get our […]
*Name changed to protect identity.* Andrew, a FP&A Manager of a series C startup, bought a duplex in 2017 for $818,000 in San Francisco with tenants included. What was thought to be a steal ended up being an ongoing headache and a pile of costly legal bills. In the southern suburbs of SF, his duplex sits […]
As part of our new series, Young Money Cares, we’re sharing some tips on how to make charitable giving a regular part of your budget. Intro to Donor-Advised Funds & Their Benefits Donor-advised funds (DAFs) allow you to bookmark your investments that have appreciated (increased in value) for charitable giving. No Capital Gains Tax: Because […]
Today in Investing 101, we discuss the basics of bonds as helpful investments to round out a portfolio. To skip ahead to get started investing, check out our practical setup guide. As a rule of thumb, most beginner investors understand that bonds are less risky. They also are often told that young people should allocate […]
Most of you have heard about stocks or bonds in conversation. Maybe your loudmouth cousin keeps telling to buy Tesla stock. Maybe you’ve heard of stories of people who lose all their money in the stock market. For our Investing 101 series, we will review what these common assets are, starting with stocks. Stay tuned […]
Investing can seem overwhelming — there are so many terms and theories! Sharing a few common mistakes and lessons that are common for people starting out.
In January, I did an interview about being a first-time homebuyer with Live With Plum. I have so much to say about my home ownership and real estate investing experience, but it’s taking time and effort to put my thoughts together. Until then, I’m sharing my interview and some additional insight in green! When looking […]
Until recently, Davy worked in Business Operations at Bird, an urban electric scooter startup that fired one-third of its workforce due to COVID-19.
Investing early is better than being too indecisive to start. In this article, I share the core basics of IRA investing to get you started.
How I save money and changed careers by understanding what I want and deserve.