Blog | Fireweed Capital

March 30, 2026 small business retirement planning business owner retirement options SEP IRA vs Solo 401k Minnesota small business retirement

Small Business Owner Retirement Planning in Minnesota

Retirement planning strategies for Minnesota small business owners. SEP-IRA, Solo 401(k), and tax-advantaged options for business owners.

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March 27, 2026 portfolio rebalancing strategies investment rebalancing timing asset allocation adjustment rebalancing frequency

Portfolio Rebalancing: When and How to Optimize Your Mix

Master portfolio rebalancing strategies for 2026. Timing, frequency, and tax-efficient approaches to maintain your optimal asset allocation.

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March 27, 2026 podcast estate planning tech equity stock options RSUs ISOs AMT alternative minimum tax estate planning disasters tax baggage tech professionals concentrated stock trust planning AMT credits vesting schedules exercise deadlines family wealth

Podcast Episode 8: Why Your Stock Options Could Bankrupt Your Heirs (Estate Planning for Tech Equity)

Most tech professionals think they have good estate planning, but they're missing the critical risks of equity compensation. Stock options and RSUs create 'tax baggage' that can bankrupt your heirs.

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March 26, 2026 Minnesota property tax appeal 2026 property tax appeal process MN challenge property assessment property tax reduction Minnesota

Minnesota Property Tax Appeals: Save Money on Your Assessment

File a successful Minnesota property tax appeal in 2026. Deadlines, process, and strategies to reduce your property tax assessment.

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March 25, 2026 401k rollover when changing jobs IRA rollover options 401k to IRA rollover retirement account consolidation

401(k) Rollover Guide: What to Do When You Change Jobs

Complete 401(k) rollover guide for job changes. IRA options, tax implications, and strategies to optimize your retirement accounts.

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March 24, 2026 high net worth tax strategies Minnesota high earner taxes tax optimization wealthy advanced tax planning

Advanced Tax Strategies for High-Net-Worth Minnesotans

Advanced tax strategies for high-net-worth Minnesota residents. Estate planning, tax optimization, and wealth preservation techniques.

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March 23, 2026 spring financial planning financial tune-up checklist quarterly financial review money management spring cleaning

Spring Financial Tune-Up: 10 Steps to Better Money Health

Complete your spring financial tune-up with this 10-step checklist. Review goals, optimize investments, and prepare for the year ahead.

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March 20, 2026 tech layoff severance package severance negotiation tips layoff financial planning COBRA vs marketplace

Tech Layoffs: How to Optimize Your Severance Package

Optimize your tech layoff severance package. Negotiation strategies, benefit continuation, and financial planning during job transitions.

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March 19, 2026 Minnesota retirement taxes MN retirement tax rates social security tax Minnesota retirement tax strategies

Minnesota Retirement Tax Planning: Keep More of Your Money

Complete Minnesota retirement tax planning guide. State tax rates, Social Security taxation, and strategies to minimize taxes in retirement.

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March 18, 2026 ISO stock options exercise incentive stock options tax ISO vs NQSO differences alternative minimum tax AMT

ISO Stock Options: Exercise Timing and Tax Strategies

Master ISO stock option exercise timing and tax strategies. Minimize AMT impact and maximize value from your incentive stock options.

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