Brooklyn FI

Welp…the original Brooklyn Fi office in Williamsburg is now a Storage Post, RIP. Scroll for some baby pics.

Comment if you ever graced 109 S 5th street with your presence.

Money and relationships are complicated. Talking about them together doesn't not have to be.

AJ Ayers is joining Sol Lee, CEO of Neptune for a live webinar on Financial Planning for Couples on June 2nd at 4:00 PM ET. Whether you are combining finances for the first time, navigating different money mindsets, or just trying to get on the same page as your partner, this one is for you.

Register at the link in the comments.

We are so proud to share that our Co-Founder, AJ Ayers, has been named one of Financial Advisor Magazine's 2026 Young Advisors to Watch! 🎉

Check out the whole feature by clicking the link in the comments.

We help our clients set these up early, and yes, we fully commit to the bit. The onesie is real, limited edition, and exclusively for our BKFi babies.

"Kisses are nice, but I'm also accepting contributions to my 529 Plan."

529 Plans are one of our favorite ways to start building wealth for the next generation. Tax-free growth, flexibility for education, student loans, or grad school, and if you overfund it? You may even be able to roll it into a Roth IRA someday.

We help our clients set these up early, and yes, we fully commit to the bit. The onesie is real, it is limited edition, and it is exclusively for our BKFi babies.

Want to learn how to open one or gift one? Link in the comments.

AJ takes the stage at Basis Northwest in Seattle tomorrow, Friday, May 29th, at 2:25 PM PT in the Marina Ballroom!

If you are attending the conference, don't forget to stop by her session and come say hi after!

The 2026 BKFi team retreat was a success!

Clients and friends, we can’t wait to see you at our annual summer party tonight! 🥳

We’re taking a little breather this week. The BKFi team gathers together once a year for a week of shenanigans and some thoughtful work. Back with you next week!

Should rent payments count towards your credit score? It sounds like a straightforward win, but the answer is a lot more nuanced than the headline suggests.

In Episode 189 of The Liquidity Event, AJ and Shane dig into that question alongside the SEC proposal to move public companies from quarterly to semi-annual reporting and what it actually means for employees with equity compensation and their trading windows. They also break down a Wall Street Journal experiment where a reporter handed his portfolio over to ChatGPT, and whether AI is actually ready to replace a financial advisor.

🎧 Link in the comments.