+1 (650) 687-7089 ariadne@appreciatefinance.com
Solo 401K Accounts

Solo 401K Accounts

If you have a solo 401k, also known as a self-employed 401k or an individual 401k, your plan year typically is the same as the calendar year. When the plan’s assets as of December 31 last year exceeded $250k, you are required to file a Form 5500-EZ with the IRS before...
Do You Need A Beneficiary For Your Bank Account?

Do You Need A Beneficiary For Your Bank Account?

Naming a beneficiary may be familiar to you. It’s a step that’s often required when you’re opening an IRA, purchasing an annuity, acquiring a life insurance policy, opening a brokerage account or even buying shares of a mutual fund. But those accounts aren’t the only...
Explore Intention for Financial Planning

Explore Intention for Financial Planning

Success in Financial Planning and achieving the goals we set out for ourselves, starts from our intentions — sometimes the inner work is more important than the outer work in this process. Read the full article here on Forbes…
The dangers of sunk costs

The dangers of sunk costs

This podcast by Seth Godin on sunk costs gives food for thought for anyone who was ever hesitant to sell a stock that had fallen in value, or change a career they had invested in greatly through time and/or education. Marina the tax lady is my source for discovering...