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  • About
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    • The Woven Road Map
    • Personal CFO
    • Investment Management
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The Woven Blog

October 15, 2025

The IPO Wealth Windfall: Preparing for Life-Changing Liquidity Events

The notification hits your inbox: your company is going public. Suddenly, those stock options and equity grants that felt abstract...
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Top 10 Reasons to Rollover Your 401k into an IRA

If you have a 401(k), you know how difficult it can be to manage it and keep up with your...

9 Ways to Invest $10,000

Whether you’ve saved $10,000 or came into it another way, you may want to look at the best way to...

5 Estate Planning Docs Everyone Should Have

Although it is often difficult to consider the end of your life, it is essential to have an estate plan...

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Difference Between Medical POA vs Durable POA

What is the difference between a medical power of attorney and a durable power of attorney? Life happens, and we...

5 Biggest Mistakes Tech Employees Make With Their Restricted Stock Units (RSUs)

Working for a major tech company comes with a lot of benefits, but one of the most common can also...

What About My 401(k)? Retirement Planning for Newbies

Working in the tech industry comes with a lot of perks and benefits, but none are quite as ubiquitous and...

What is a Will

A will, also known as a “last will and testament”, is a legal document that states the final wishes of...

Difference Between Stocks & Bonds

Sometimes finances can be a little crazy. It can be a little intimidating to start delving into the monetary world...
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