SeedSafe Financial LLC
Hi. I'm Rebecca 👋 … CFP®, CPA/PFS, and founder of SeedSafe Financial LLC. I am a tax nerd on all things stock compensation and I believe that no matter what living a wealthy life means to you – maximizing your happiness begins with taking control of your financial life.
My advisory firm, SeedSafe Financial, empowers mid-career professionals with their money (and taxes) to prepare for early retirement in their 50s. We offer clear, streamlined ways to manage your money with flexible financial planning. We are your thinking partner helping you grow your wealth and make the most of your financial opportunities.
We work with clients on finances, taxes, investments, and estate planning.
---
SeedSafe Financial, LLC is a RIA (Registered Investment Advisor). All content is not to be received as advice and each individual should consult with their dedicated financial planner, tax preparer, estate attorney, etc. before making any financial decisions.
The Tax Deadline Secret: Smart Moves You Can Still Make in 2025!
How to Crush Your 2025 Money Goals: A Step-by-Step Guide
How to Negotiate Your Startup Offer Like a Pro (Equity, Salary, & More)
Consultant vs. Employee: Which Career Path Fits Your Life Goals?
Do You Really Need Life Insurance? Here's How to Find Out!
Retirement Savings 101: Smart Strategies for Every Stage of Life
Is Your Company Going Public in 2025? Start Preparing Now
Got Stock Options? Let’s Break It Down!
Double Trigger RSUs: How They’re Treated in an IPO
IPOs and Incentive Stock Options (ISOs): What You Need to Know
Complex Trusts: Balancing Control and Minimizing Estate Taxes
Essential Estate Planning Tips for Young Families
Should You Buy a Vacation Home?
Welcome back to SeedSafe Financial's channel!
How to Set Your Kids Up for Financial Success - Tips & Strategies for Parents
Should I fund a 529 plan? Why?
Saving for Retirement as a Tech Professional
How do you find a good tax preparer?
Tax Extensions - Extension of time to file, not extension to pay
Why it's important to track your IRA & Roth IRA contributions over time
IRAs, Roth IRAs, Backdoor Roth IRAs and Mega Backdoor Roth IRAs, Oh My!
SeedSafe Financial Introduction
What are the tax benefits of using a donor-advised fund?
Tax Withholding Election at IPO
Double Trigger RSUs Basics
Intro to SeedSafe Financial
My company withholds tax on my RSUs, why do I still have more tax to pay?