Live Your Best Financial Life

Financial planning for tech professionals with company stock ready to integrate it into their financial life.

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Best Financial Life maintains a high-level of fiduciary responsibility. We are committed to providing the best advice according to our expertise, and will never accept commission from third-party entities. Our goal is to help you attain the comfort and success of financial fulfillment.

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Why Use a Trust?

Why Use a Trust?

A revocable living trust is a legal method of passing assets from one owner to the next without going through probate. Trusts typically provide much greater protection for your wishes.

The Three Types of Account Taxability

The Three Types of Account Taxability

We have many choices when investing. Today, we are going to look at the different ways an account may be taxed: now, in the future, and never again. Given these choices, we might think the “never taxed again” structure is best and the “taxed now” is worst, but there’s much more to the story.

The Rising Cost of a Good Time

The Rising Cost of a Good Time

How much will you spend in retirement? This is an important question, and we can get nearly there by looking at your current expenses. However, the biggest determinant of your future spending is actually inflation.

Retirement May Not Mean You Actually Retire

Retirement May Not Mean You Actually Retire

How much time do you have left?Knowing the answer to this question would greatly ease your financial planning process. But, of course, this is one of the many variables we don’t know.

Why It’s Best to Ignore Individual Stocks

Why It’s Best to Ignore Individual Stocks

Buying an individual stock is like placing your money on a single number in roulette, but much, much worse. In the United States, there are hundreds of large investment firms trying to pick the best stocks. Within these firms are talented, educated and well-connected analysts whose sole responsibility is to know whether to buy or sell 5-10 individual stocks.

The Upside To A Market Crash

The Upside To A Market Crash

If you are in the savings/investing mode, would you rather stock prices today be over or under the true value of the companies you are buying?

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