Brooklyn FI Resources

We’ve put together a ton of blog content, webinars, and other useful resources over the years to answer common questions and help our clients navigate a variety of life events. This page serves as a summary of those resources with links to access them!

Liquidity Events and Equity Compensation:
How to Prepare for an IPO
How to Accomplish a Techxit: Part 1
How to Accomplish a Techxit: Part 2
Ask Me Anything on Equity Compensation - 2021
The Liquidity Event Podcast

General Planning + Savings:
Financial Planning No-Brainers
What is a Mega Back Door Roth IRA?
The 401(k) Dilemma: Roth or Traditional

Family and Life Planning:
The Brooklyn FI Guide to Getting Married
How to Talk to Your Parents About Money, Aging, and Death
How a Financial Planner Books a Vacation

Socially Responsible Investing:
Building Socially Responsible Investments into a Globally Diversified Portfolio
Social Responsibility: Not Just About Investing

Home Ownership:
Is it Better to Rent or Buy a Home?
The Brooklyn FI Guide to Buying A Home
Is Buying a Home a Good Investment?
The All-Inclusive Guide to Moving to Brooklyn FI's Favorite Tax Haven: Austin, TX

College Planning:
How Much Do I Need to Save for College? ..and other important questions.
Why We Love 529 College Savings Plans

Insurance:
The Brooklyn FI Guide to Life Insurance
The Brooklyn FI Guide to Insurance

Job Related:
What Benefits Should I Select During Open Enrollment? And Other Important Questions
The Brooklyn FI Guide To Leaving Your Job
How to Negotiate Your Compensation
Employee Benefits

Company Benefits landing pages:
Asana
Barkbox
Etsy
Spotify
Palantir
Squarespace
Healthcare 101

Estate Planning + Gifting:
Estate Planning: It's Life or Death!
The Brooklyn FI Guide to Trusts
Understanding The Rules of Gifting
A Comprehensive Guide to Charitable Gifting

Small Businesses:
Year-End Tax Planning Strategies for Businesses
Choosing the Right Entity Type for My Business
Choosing the Right Retirement Plan for your Business
Introduction to Bookkeeping and Financial Reports for Your Business

Taxes:
How to Respond to a Tax Notice
Al Capone, Income Tax Evasion, and YOU

Freelancers Tax Tables

Website Resources:
Tax Organizers
How to Pay Estimated Taxes
Our Blog
Our Value
How to Accomplish a Rollover
TD Ameritrade Set Up
TD Ameritrade Change of Address
How to Get Interest Rate Quotes for Your Student Loans
Shareworks Statement of Account
E-Trade Account Details
Investment Education
Equity Education
How to Apply for an EIN
Get Organized
Three Questions
Disclosures
Privacy Policy
How to pull your 3921