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.

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

Editor’s note: Interested in learning more about equity compensation, the best time to exercise options, and the right company stock selling strategies? Read our Guide to Equity & IPOs 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.

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Use the Summer to Your (Tax) Advantage

Now that summer is officially here most of us are mentally sliding into vacation mode, so the last thing you want to think about is your taxes (especially since you just dealt with them!). But the summertime is also busy with a number of big life events, so it’s important to understand how the midyear

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Comparing the Wealthfront Portfolio Line of Credit to a Traditional Home Equity Line of Credit

When we launched our Portfolio Line of Credit in April of 2017 our goal was to deliver an easy way for our clients to access cash at a low interest rate for large expenses they need to cover in the near term. We got a number of calls from our home owning clients wanting to

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