Jeremy Bohne | Source | Founder at Paceline Wealth Management, LLC
Jeremy Bohne
Jeremy is the Founder at Paceline Wealth Management, LLC. He specializes in helping tech leaders to monetize stock-based compensation (stock options, restricted stock, and RSUs), manage their investments, and by delivering financial planning. He is closely familiar with the challenges and reward of working at a startup. Jeremy has close ties to the technology community in Boston, and as a result I understand the needs and concerns of clients who work at venture capital and private equity funded startups, as well as public companies.
-
Paceline Wealth Management, LLC
Founder
-
Top Tax Mistakes to Avoid If You Make More Than $100,000
Even those making more than six figures are feeling the squeeze of inflation. Here’s how to make earnings go further come tax season.
Article -
Some Investors Ditch Stocks as Interest Rates Boom: Survey | ThinkAdvisor
Over half of U.S. investors have taken action on stocks this year due to interest rates and inflation, a new survey suggests.
Article -
Americans are postponing their lives due to economic uncertainty
Inflation and volatility have set off a national wave of procrastination, delaying everything from marriage to retirement.
Article
-
Key Signs You’re Not Ready to Retire in 2025
Jeremy highlights that lacking an income-oriented investment strategy, underestimating living expenses, and not having an emotional plan for retirement are key signs of unpreparedness. He warns that relying on stock gains for income can be risky and that living expenses often remain stable or increase. Emotionally, retirees need a purpose beyond the absence of work to thrive.
-
This student loan relief program is well designed in that it provides help to people that will actually feel a meaningful benefit from it, rather than providing aid to all borrowers whether they truly need assistance or not. The average student loan balance is $40K, so to remove $10K in loans is a really big deal for a lot of people. Additionally, there are income limits so this is again focused on those who need it most, and for whom the effects will actually be meaningful. For younger borrowers, this will help them start their financial life on more solid footing. Here’s why: In many cases, the student loan burden has reached a point where it’s causing people to delay other life objectives, like starting a family or buying a home.
