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The Woven Road Map
Personal CFO
Investment Management
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Contact
Client Portal
Schedule a Meeting
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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Champagne Fountain Money Saving Technique Part II
Now that you know what the Champagne Fountain Saving Technique is, it’s time to get specific. Contrary to popular belief,...
The Champagne Fountain Money Saving Technique Part I
While many find it easy to save money, far fewer are able to allocate their savings properly. They want to...
Retirement Planning for Entrepreneurs
Owning your own business means you have more control over your working life, but it also means that you’re on...
Why it is a Bad Idea to Sacrifice Retirement Planning for Education Planning
As the weather grows colder and the school year gets into full swing, the thought of your child’s future education...
Practical Debt Management: How to Handle Repayment
Debt can be a useful tool if you know how to leverage it. Student loans help pay for the MBA...
The Three Business Card Life: Freelancing – A How to Guide
More than 53 million Americans, or 34% of the U.S. workforce, work as freelancers. These workers contribute $715 billion to...
Paying FICA as a Small Business Owner: Social Security & Medicare
As a small business owner, you probably the know the pain of handing over a large tax bill every quarter....
The Three Business Card Life: How to Join the Sharing Economy
A new way to work is emerging. In three-business card life, it’s possible to pursue multiple interests — and incomes...
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