Brooklyn FI

Rent or buy is the question that gets argued at every dinner party and answered correctly at almost none of them. The honest version depends on your numbers, your timeline, and what you'd do with the difference. Here's how we run it with clients.

Read more on the blog: https://hubs.li/Q04wCvPN0

🎉 Welcome to Brooklyn Fi, Stu!

We're excited to have Stu join the team as a Client Development Advisor. He's passionate about building relationships and helping individuals and families make confident financial decisions. Big things ahead, and we can't wait for you to get to know him.

Say hi 👋 and help us give Stu a warm Brooklyn Fi welcome!

If you're self-employed or running a side business with real income, electing S-corp status can trim your self-employment tax bill. It also brings payroll, paperwork, and a few traps worth knowing about, and in a city like New York, it can quietly cost more than it saves. Here's how to tell whether it's worth it for you, before the next deadline lands.

Read the full blog post here: https://hubs.li/Q04vCjD30

Stripe says the singularity has started. AI computing power is now a tradable futures contract. And wealth management has a $3 trillion cash hoarding problem that nobody can seem to fix.

Shane and Tiffini cover all of that and more in Episode 199.5 of The Liquidity Event, including why South Korean chip engineers are suddenly the most eligible bachelors in the country, what Spirit Airlines flight attendants are fighting to protect in Google's bankruptcy bid, and whether a $17 million net worth individual actually needs a financial advisor.

Spoiler: yes. Link in the comments. 🎧

We are less than a month away from year 2 of Martinis & Mortality!

Join us Tuesday, September 22, 5–8 PM ET in Brooklyn, NY to sip, mingle, and get notarized with AJ Ayers, John Owens, Caitlin Fastiggi, Ed Zolotarev, & Erika Moromisato. BKFi clients are guaranteed a notary slot!

RSVP here: https://hubs.li/Q04vpN0m0

🎉 Welcome to Brooklyn Fi, Jeffrey!

We're excited to have Jeffrey join the team as a Client Service Associate. Big things ahead, and we can't wait for you to get to know him.

Say hi 👋 and help us give Jeffrey a warm Brooklyn Fi welcome!

Your money isn’t static, and neither is our planning.

At Brooklyn Fi, we partner with clients through every decade, helping you build, grow, protect, and ultimately enjoy your wealth. Whether it’s mastering cash flow in your 20s, navigating complexity in your 30s and 40s, or redefining success in retirement, we tailor our advice to where you are today and where you’re headed tomorrow.

Because true value isn’t just managing money, it’s aligning your wealth with your life, at every stage.