Blog
8 Common Retirement Planning Mistakes for Tech Professionals
Planning for retirement is one of the most important financial steps you’ll take in your lifetime. Yet, even high-income tech earners and financially savvy individuals can make costly missteps that derail their long-term goals. At Palmer Financial Wellness, we see these mistakes all too often—and we’re here to help you avoid them. Here are eight…
Read MoreFounder Financing Strategy: Using your 401(K) as a ROBS
A Rollover as Business Startup (ROBS) is a financing strategy that allows entrepreneurs to use their retirement funds—typically from a 401(k) or IRA—to fund a new or existing business without incurring early withdrawal penalties or taxes. While ROBS can be a powerful funding tool, it is complex and must be implemented correctly to comply with…
Read More5 Common Mistakes Made by Startup Founders… and How to Avoid Them
Starting a company is one of the most exciting and challenging journeys an entrepreneur can take. However, the thrill of launching a startup often comes with pitfalls that can create serious roadblocks down the line. At Palmer Financial Wellness, we’ve seen firsthand how financial and structural missteps can cause unnecessary stress and even derail promising…
Read MoreStartup Founder: A Blueprint for Financial Resilience
Starting and scaling a startup is an exciting yet financially demanding journey. Unlike traditional business owners, startup founders grapple with unpredictable income, limited personal financial safety nets, and complex equity structures. While the upside can be game-changing, the financial road is often filled with uncertainty. I know this firsthand because I’ve been through it myself.…
Read MoreStartup Employee: A Guide to Financial Stability
Working at a startup offers exciting opportunities—innovation, fast-paced growth, and the potential for significant financial upside. But it also comes with unique financial challenges: unpredictable paychecks, complex equity compensation, and a lack of traditional workplace benefits. At Palmer Financial Wellness, we specialize in helping startup employees take control of their finances. As a former tech…
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