Mana Financial Life Design
Female-owned RIA | Fiduciaries | Empowering you around your money | XYPN Firm of the Year | Featured in Forbes, WSJ, Investopedia
Discover ALL Mana Blogs here :)
Discover ALL Mana Blogs here :)
We give you our takes on financially harnessing your Mana. Topics include home buying, family planning, managing your employee stock options, restricted stock units and ESPP, life planning, and more.
Webinar: Tax Returns With Equity Comp & Stock Sales: Prevent Mistakes & Avoid Overpaying Taxes by myStockOptions.com Webinars
Webinar: Tax Returns With Equity Comp & Stock Sales: Prevent Mistakes & Avoid Overpaying Taxes by myStockOptions.com Webinars
With actionable takeaways and peer-led insights, our webinar on tax-return topics for equity comp will sharpen your knowledge of the reporting for stock options, restricted stock/RSUs, ESPPs, LLC profits interests, and sales of company shares. Plus, learn from presenter case studies how to use tax-return info to create better financial plans and save taxes for clients.
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Making your child a millionaire — Mana blog
Making your child a millionaire — Mana blog
In this ever-changing economic landscape, securing the future for our children has never been more critical. It's not just about ensuring they have a good life; it's about empowering them to lead exceptional lives, free from the constraints of financial worry. It's about creating a legacy, a safety
How RSUs Are Taxed: A Guide for Tech and Startup Employees — Mana
How RSUs Are Taxed: A Guide for Tech and Startup Employees — Mana
At Mana, we see RSUs as one of the most powerful tools our clients use to build wealth. The most financially successful people we work with live comfortably within their salaried income and treat their RSUs as fuel for their biggest goals — buying a home, funding their kids’ education, or accelerati
Beyond the Numbers: How to Build a Portfolio That Works for You — Mana
Beyond the Numbers: How to Build a Portfolio That Works for You — Mana
Most investors know they should own stocks and bonds, but that is often where the clarity ends. The challenge is not simply choosing investments; rather, it's about deciding how to combine them in a way that supports your financial goals, manages taxes, and adapts as your life changes. We should kn
Cristina’s Immigration Story and Why Mana Stands with Immigrants — Mana
Cristina’s Immigration Story and Why Mana Stands with Immigrants — Mana
What you should expect from your investment manager (Mana blog)
What you should expect from your investment manager (Mana blog)
Navigating Employee Tender Offers: Why Financial Strategy Matters More Than Ever — Mana Blog
Navigating Employee Tender Offers: Why Financial Strategy Matters More Than Ever — Mana Blog
For employees at high-growth private companies, equity compensation can be one of the most valuable—yet complex—parts of total compensation. As more companies delay going public, tender offers have become a key tool for providing liquidity. Recent examples from Stripe and Plaid show how comp
Stock Compensation (Mana Blog)
Stock Compensation (Mana Blog)
Mana Moments
How To Talk About Money, Death & Aging With Your Parents — Mana
How To Talk About Money, Death & Aging With Your Parents — Mana
“Hey mom/dad, at some point in the future, you’re going to pass away. Can we talk about how much money you’re going to leave me?”. When we’ve asked our clients who have aging parents whether or not they’ve had a discussion with their parents about money, their estate plan, their will, or their even
Advising the Sandwich Generation (Mana Blog)
Advising the Sandwich Generation (Mana Blog)
How to know when you’re ready to retire (Mana blog)
How to know when you’re ready to retire (Mana blog)
Let's talk about one of the most coveted achievements in life: retirement. Not the "I'm rich enough to stop working" kind, but the "I've built a life so damn good, I can't wait to live it full-time" variety. At Mana, we believe retirement isn't just about reaching a magic number—
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