Articles under “Planning & taxes”

Are you living a healthy financial life? These posts arm you with knowledge to better manage your finances and minimize your taxes.

The Actual Value of Tax-Loss Harvesting

This past year was not kind to the financial markets, but the good news for Wealthfront clients is that tax-loss harvesting could yield tax savings to help offset some of this market downturn. As a matter of fact, we did more harvesting in the last year than at any time in our six years of offering the capability.

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Wealthfront’s Guide to Financial Health

This year, get specific with your financial resolutions. Explore Wealthfront’s Guide to Financial Health and learn how to take small steps to reach bigger goals — whether it’s optimizing your cash savings, building sound investing habits, or finally paying down your debt.

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Your 2018 Year-End Personal Finance Checklist

To help you wrap up 2018, we’ve put together checklist of important tasks you should consider before the new year.

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The 15 Crucial Questions About Stock Options

Any Wealthfront client who has used our automated financial planning service knows that nothing impacts your financial lifestyle more than owning equity in a successful company. Unfortunately, most people really don’t know how to evaluate the equity portion of their job offer.

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