Our Blog
There's no shortage of tax advice online. Most of it is generic, and some of it is wrong. This is where I share the thinking I'd give a client: practical, specific, and grounded in planning that actually works in the real world.
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Invisible Income & Double Taxation: The Hidden Math of RSU and ISO Filings
A specialist’s guide to navigating the 1099-B cost basis trap, the AMT surprise, and the missing math in your equity compensation package.
Before You File: A CPA’s Reality Check for January
Filing early feels productive, but for many, it’s a costly mistake. Here is why my clients don't hit "submit" until the full financial picture is in focus.
Why Your Tax Return Isn’t a Financial Plan
Most people treat their tax return as the plan — but it’s really the report card. At Kindled Planning, we help you shift from reacting to numbers to leading with strategy. Real financial growth happens before April, not after.
Stop Blaming the Coffee
Everyone loves to blame the $5 latte, but your coffee habit isn’t what’s holding back your financial goals. It’s the bigger, quieter choices — like lifestyle creep and overspending — that make the real impact. At Kindled Planning, we believe money isn’t about restriction; it’s about building a life you enjoy with confidence, clarity, and purpose.
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Tax planning is personal, that’s why every relationship starts with a conversation. Reach out today to see how Kindled Planning can support your goals, your family, and your peace of mind.
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