Landon Loveall, CFP

Latest Posts by Landon Loveall, CFP

How to create Ten Years of Wealth in one moment

How to Build Generational Wealth as a Tech Employee or Founder

A guide to recognizing a single wealth-accelerating opportunity that can help you — and your heirs — achieve financial freedom.

rsus vs stock options in ipo

RSUs vs stock options: Key differences in an IPO

Understand the pros and cons of these equity types, their tax implications, and how to handle them. Your company’s IPO

Five ways to sell stock in a post IPO selling strategy

5 Ways to Sell Stock After an IPO

The IPO was announced. You took action and did the 5 things everyone must do. Now, you are in the

should-i-buy-a-house

The Impossible Money Question: Should I Buy a House?

Bonus – How to Make the Impossible Achievable for You There is one question I struggle with more than any

Tips for working with your spouse at the same tech company

Tips for working with your spouse at the same tech company

  Finding the time to meet someone and date are really hard when you work in tech. There are the

investing a lump sum from an acquisition

The acquisition transition: You got a lump sum of cash, now what?

A guide to investing your lump sum to generate passive income. Seeing your company get acquired can feel bittersweet. It’s

manage concentration risk after ipo

3 Ways to Manage Concentration Risk After Your IPO

Here’s how tech employees should handle concentration risk for the best financial outcome. One of the key tenets of investing

company going public plan ipo

So your company is going public? 3 key factors to inform your IPO plan

A financial advisor shares how tech employees can narrow their focus to the 3 most important factors. So, your company

Feeling burn out ? consider taking a career break

Feeling burnt out? Consider taking a career break

How to properly take time away from work to benefit your career and financial goals. There’s a special kind of