Busy Working Professional

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Busy Working Professional

You are a modern-day multitasker, juggling deadlines, meetings, and responsibilities with finesse and determination. Your days are a whirlwind of emails, calls, and tasks that seem to multiply by the minute. As a busy working professional, you excel at wearing multiple hats and adapting to ever-changing priorities in the fast-paced corporate world. The last thing you want to worry about is managing your personal finances effectively. You understand the importance of securing your financial future and making the most of your hard-earned money, but finding the right guidance and resources can be overwhelming amidst your hectic professional life. We'll guide you through managing your personal finances so you can focus on excelling in your career with peace of mind about your financial well-being.

Featured

Compound's Guide to the IPO

For a startup employee, learning about your company’s initial public offering (IPO) is an exciting time. But it’s also overwhelming from a financial planning perspective. You have a variety of different equity grants, and you must decide what to do with each one. How many stock options should you exercise and sell, and when? What will your tax obligations be, and how can you minimize them?

Company Equity Deep Dive

Conventional wisdom says that startup equity is worthless. While most startups fail, there’s a chance your equity will become a life-changing pot of money. This guide explains how to make the most of your equity.

Retirement Deep Dive

Planning for retirement often feels pointless. You’re young and your startup is taking off — why should you worry about retirement now?

Managing your finances as a married couple

Couples often find managing finances together to be a challenge. There is no one way to go about doing this, and we cannot promise that there is an easy path to what ends up being some not particularly comfortable conversations, but we can say that making your preferences explicit and tackling some important financial planning work can lead to better outcomes for you and your family’s financial goals.

Buying a House

As a founder or startup employee, you don't have a lot of liquidity so banks struggle to underwrite you. The good news is that you may still qualify for a mortgage. Shopping around with different banks will help you get the best rate. More “tech-friendly” banks may also accept your startup equity as leverage in order to win your startup’s banking business. You might also consider waiting until you have the liquidity to buy your house in cash upfront and taking out what's known as a "cash-out mortgage" to save on taxes.

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Important Disclosure: This material is provided for informational purposes only and is not intended to be investment, tax, or legal advice nor a recommendation to buy, sell, or hold any securities or investments. This material is not intended to be relied upon as a forecast, research, or investment advice, and is not a recommendation, offer, or solicitation to buy or sell any securities or to adopt any investment strategy. Compound Financial Inc. (“Compound Financial”) offers software-based financial management and planning tools. Investment advisory services are provided by Compound Advisors, Inc. (“Compound Advisers”), an SEC-registered investment adviser. Compound Tax, LLC (“Compound Tax”) provides tax consulting and compliance services. Compound Advisers and Compound Tax are wholly owned subsidiaries of Compound Financial. Altogether, we refer to our business as (“Compound”). Registration as an investment adviser does not imply any level of skill or training.
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The information provided herein is based on sources believed to be reliable, but Compound Advisors makes no representation or warranty as to its accuracy, completeness, or reliability. Refer to Compound’s Brochure (Form ADV Part 2A) and Client Relationship Summary (Form CRS) for more information.

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Busy Working Professional

Busy Working Professional

Managing your finances as a married couple

Buying a House

Investing

Borrowing

Tax

Estate Planning

Philanthropy

Insurance

Company Equity

Career