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HomeOur TeamCareers What We Do What We Do The Value of a Brooklyn Fi Relationship What Is Brooklyn Fi? BKFi Family Plan Investment Management Stock Options Retirement Planning Estate & Legacy Planning Tax and Accounting Outsourced Accounting Employee Education Tender Offer PricingGet Started Media Media Link Blog Podcast Events
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Should You Rent or Buy a Home? Financial Planning Insights from BrooklynFi
Should You Rent or Buy a Home? Financial Planning Insights from BrooklynFi
AJ AyersOctober 15, 2025
How To Do an 83(b) Election
How To Do an 83(b) Election
AJ AyersAugust 14, 2025
Digital Event: What The One Big Beautiful Bill Act Means For You
Digital Event: What The One Big Beautiful Bill Act Means For You
AJ AyersAugust 5, 2025
Selling RSU At A Loss: Avoiding Wash Sales
Selling RSU At A Loss: Avoiding Wash Sales
AJ AyersJune 25, 2025Equity Compensation
How to Prepare Your Employees for Your IPO
How to Prepare Your Employees for Your IPO
AJ AyersJune 3, 2025
Cash or Cashless? Choosing the Right Way to Exercise Your Stock Options
Cash or Cashless? Choosing the Right Way to Exercise Your Stock Options
AJ AyersJune 3, 2025
Understanding Cashless Stock Option Exercise: A Simple Guide
Understanding Cashless Stock Option Exercise: A Simple Guide
AJ AyersJune 3, 2025
RSU Tax Withholding Rate: The No-Nonsense Guide to Saving Your Paycheck
RSU Tax Withholding Rate: The No-Nonsense Guide to Saving Your Paycheck
AJ AyersJune 3, 2025
The 7 Questions You Should Ask Your Financial Advisor
The 7 Questions You Should Ask Your Financial Advisor
AJ AyersMay 29, 2025
Seven Years of Brooklyn Fi
Seven Years of Brooklyn Fi
AJ AyersApril 29, 2025
How a Financial Planner Leases an EV
How a Financial Planner Leases an EV
John OwensApril 23, 2025
What We Can Control: A Reflection on Tariffs, Market Volatility & Action Steps We Can Take Right Now
What We Can Control: A Reflection on Tariffs, Market Volatility & Action Steps We Can Take Right Now
John OwensApril 7, 2025
Q1 2025 Investment Commentary
Q1 2025 Investment Commentary
John OwensApril 7, 2025
Webinar: How to Read Your Company's S-1
Webinar: How to Read Your Company's S-1
AJ AyersMarch 5, 2025
How to Prepare for an IPO in 2025: Key Live Event Takeaways
How to Prepare for an IPO in 2025: Key Live Event Takeaways
AJ AyersFebruary 26, 2025
What is a Mega Back Door Roth IRA?
What is a Mega Back Door Roth IRA?
AJ AyersFebruary 25, 2025
Creating a More Sustainable Future at Brooklyn Fi
Creating a More Sustainable Future at Brooklyn Fi
John OwensJanuary 31, 2025
2024 Year in Review
2024 Year in Review
John OwensJanuary 22, 2025
Charitable Giving Strategies for 2025 & Beyond
Charitable Giving Strategies for 2025 & Beyond
AJ AyersDecember 12, 2024
Year-End Tax Planning: Key Takeaways from Brooklyn Fi's 2024 Webinar
Year-End Tax Planning: Key Takeaways from Brooklyn Fi's 2024 Webinar
John OwensNovember 26, 2024
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Brooklyn Fi, LLC is a New York-based Investment Advisor registered with the Securities and Exchange Commission. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by Brooklyn Fi in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.

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