Sidebar Finance provides financial education and coaching only. It does not provide investment, tax, or legal advice, recommend specific securities or financial products, or manage money, and nothing on this site or in a session is a recommendation to buy or sell any security. Sidebar Finance is not owned by, sponsored by, or acting on behalf of any financial institution, dealer, or insurer. Aman Raheja is a CFP® professional. For advice specific to your situation, consult an appropriately registered advisor, tax professional, or lawyer.