TechGirl Financial

01/17/2025

We've moved! TechGirl Financial has moved to Resilient Wealth Planning and we encourage all our followers to find us there to stay up to date on our latest content.

Thank you for all your support throughout the years!..

01/06/2025

TechGirl Financial is excited to announce a major transformation. Starting today, TechGirl Financial will merge with Resilient Wealth Planning. This merger is accompanied by the expansion of the team to include a new partner, Carolyn Rowland, along with team members Lucas Sorich and Kaitlin Knepper. This strategic move is designed to enhance client services, bringing additional expertise, broader coverage, and ensuring the longevity of the practice to better support our clients and their families.

As Resilient Wealth Planning, the team will offer a broader range of services, including tax and estate planning, deepening their commitment to client financial well-being. Carolyn and her team bring a wealth of knowledge and experience, perfectly aligning with the values and mission of TechGirl Financial to ensure client success.

We look forward to this new chapter and the enhanced services we will be able to provide. To stay up to date with all upcoming changes, we encourage you to follow Resilient Wealth Planning on Facebook and Instagram.

01/01/2025

How much of your estate will Uncle Sam inherit? Estimate your potential estate tax liability.

This calculator helps estimate your federal estate tax liability.

01/01/2025

Happy New Year! Wishing you a healthy and prosperous 2025!

12/30/2024

Three tips for giving smart from the heart.

Do you have causes that you want to support with donations?

12/28/2024

Thinking of volunteering in retirement? Some considerations.

For many, retirement includes contributing their time and talents to an organization in need.

12/25/2024

Wishing you and your family a very Merry Christmas.

12/25/2024

The IRS can tax up to 85% of Social Security benefits. It may be possible to manage the tax bill.

Estimate how much of your Social Security benefit may be considered taxable.

12/23/2024

Marginal tax bracket and holding period affect capital gains taxes. Learn more.

Use this calculator to estimate your capital gains tax.

12/21/2024

Do you have intellectual property? Have you incorporated it into your estate strategy? Read more about how you might incorporate your IP into your estate strategy in this detailed article.

Do you have intellectual property? Consider how you might include your IP into your estate strategy in this detailed article.

12/18/2024

Settling an estate can be like putting together a puzzle. Make a cheat sheet for your heirs.

A letter of instruction provides additional and more personal information regarding your estate.

12/16/2024

When giving to charity, some make cash donations. Others want a more sophisticated strategy.

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.