Brooklyn FI

Brooklyn FI As financial planners we seek to provide a holistic picture of your net worth and a path to financial independence at any age.

We’ll take care of everything from raising your credit score to funding your retirement.

🎉 Welcome to Brooklyn Fi, Stu!We're excited to have Stu join the team as a Client Development Advisor. He's passionate a...
08/31/2026

🎉 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!

08/28/2026

You can now trade AI computing power like oil or soybeans. The CME just launched a futures contract specifically for NVIDIA compute, and it is a bigger deal than it sounds.

Shane and Tiffini break down what it actually means in Episode 199.5 of The Liquidity Event, why it creates price transparency in a market that has never had it, and why it opens up access for investors who previously had no way to get exposure to the underlying infrastructure powering the AI boom.

🎧 Link in the comments.

If you're self-employed or running a side business with real income, electing S-corp status can trim your self-employmen...
08/27/2026

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 ha...
08/27/2026

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, ...
08/26/2026

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 ...
08/24/2026

🎉 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, helpi...
08/20/2026

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.

08/19/2026

Opportunity zones can offer significant tax breaks, but the question most people skip is whether the investment actually makes sense before the tax benefit.

Kody breaks down who opportunity zones are really for, what percentage of your net worth you should even be considering putting in, and why chasing tax efficiency does not always mean you are making a good investment. Episode 199 of The Liquidity Event is out now.

08/17/2026

Google, TikTok, Etsy, and Zillow have all slashed hundreds of roles, and the number of jobs lost in 2026 year to date already exceeds all of 2025. The companies say it is not because of AI. Shane and Kody are not so sure.

In Episode 199 of The Liquidity Event, they dig into what the labor market data is actually telling us, why a 4.1% unemployment rate does not tell the whole story, and what a low-hire, low-fire environment actually means for the economy heading into a big IPO season.

🎧 Link in the comments.

Martinis & Mortality: Year 2 is back on Tuesday, September 22, 5–8PM ET in Brooklyn, NY!Grab a martini and knock "get my...
08/15/2026

Martinis & Mortality: Year 2 is back on Tuesday, September 22, 5–8PM ET in Brooklyn, NY!

Grab a martini and knock "get my affairs in order" off your to-do list with AJ, John Owens & Caitlin Fastiggi. BKFi clients are guaranteed a notary slot!

Ask your planner about prepping your documents ahead of time. Done online, printed out, and ready to sign when you arrive.

RSVP here: https://hubs.li/Q04t45vn0

Address

33 Nassau Avenue
Brooklyn, NY
112222

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Monday 10am - 7pm
Tuesday 10am - 7pm
Wednesday 10am - 7pm
Thursday 10am - 7pm
Friday 10am - 7pm
Sunday 10am - 7pm

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