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    • Personal CFO
    • Investment Management
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The Woven Blog

December 15, 2025

Year-End Financial Housekeeping: A Tech Professional’s Checklist for 2025 Wrap-Up

For most tech professionals, December isn’t a slowdown; it’s a sprint to wrap outstanding items, finalize reviews, and close out...
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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...

Stock Options Fitness – Exercising Your Stocks Effectively

When it comes to company incentives, one of the most prevalent in the tech industry are stock options. However, because...

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How to Properly Invest Your Money for Retirement

You have been a hard worker for much of your life. Now you are approaching the time when you’re ready...

What Tech Employees Could Gain From Financial Planning Advice

Working in the tech industry is an exciting ride. You’re at the forefront of tech and societal change, you’re earning...

Do I Need a Trust if I Have a Will?

Most humans have a difficult time thinking about death, but it is a life circumstance that we all face. Part...

How to Improve Your Relationship With Money

What is your immediate thought when you hear the word relationship? If you’re like most people, thoughts of your spouse,...

7 Questions to Ask Your Financial Planner (And Why They’re important)

Finding the right financial planner isn’t easy. As a member of the tech industry, you’re likely experiencing a few things...
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