Financial Planning Archives

Two people shaking hands, both in long sleeve shirts—one navy blue and one brown—after discussing a business acquisition.

Understanding Angel Investor Exit Strategies: Beginner’s Guide

Discover the best exit strategy for angel investors, from acquisitions to IPOs, and how each approach affects taxes and capital gains treatment.

How to Incorporate Real Estate into Your Personal Financial Plan

From first-time home buying to managing investment properties, learn how to effectively integrate real estate into your personal financial planning.

What is a Financial Plan, and How Do I Make One?

Discover the blueprint for creating a successful personal financial plan, and the distinct roles that wealth managers and financial planners play in the process. Harness the power of informed decision-making with Harness.

Is Financial Advising Worth It? The Return On Investment (ROI) of Professional Investment Management

Is Wealth Management Worth It? Understanding the ROI of Advisors

Discover the tangible and intangible returns on investment (ROI) of professional wealth management in our comprehensive guide. We delve into case studies, market challenges, and the unique benefits a financial advisor brings to the table, aiding you in understanding if wealth management is worth the cost.

The importance of idle funds in a personal finance strategy

Maximizing Your Idle Cash: Strategies for Personal Finance Management

Discover the full potential of your idle cash with personalized financial management strategies. Dive into the world of high-yield accounts, fixed-income investments, and more.

Harness Tax Guide: Small business owners & freelancers

A Tax Guide for Freelancers and Small Business Owners in 2023

In this guide, we will discuss certain tax code changes from recent years and other important considerations for freelancers and small business owners for 2023.

Reddit IPO: Planning ahead for 2023

If you hold pre-IPO equity in Reddit, Harness Wealth can match you with an experienced tax and financial advisor whose goal is to help you make the most of your equity compensation.

Stripe Co-Founders John and Patrick Collison. Source: stripe.com

Stripe: Navigating a Tender Offer in 2023

In March 2023, Stripe, the payment processing giant of Silicon Valley, raised $6.5 billion in a Series I funding round. If you hold shares in the fintech company, here’s what you need to know.

Choosing the Right Tax Service for Your Unique Needs

Whether you’re planning for an upcoming liquidity event, such as an IPO, or you’re interested in bringing more sophistication to your overall tax strategy, Harness Tax offers a range of services to meet your needs. Have a look at our services below and consider signing up for an account today.

Switching Jobs and Your Startup Equity: What You Need to Know

If you have startup equity and need professional advice on how to best manage it, consider booking a 1-on-1 Equity Tax Planning Session with an equity-experienced Harness Tax Advisor today.