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Landon Loveall, CFP

Latest Posts by Landon Loveall, CFP

Is 2026 Finally the Year Tech IPOs Come Back? What Employees Should Know

Tech IPOs showed real momentum in 2025. Here’s what employees should know about the 2026 IPO outlook and how it

Selling Stock Before Year-End vs. Waiting Until January

Learn how year-end timing impacts your tax bill, long-term gains, and overall equity strategy, plus what tech professionals should consider
Deferring Income to Next Year

Deferring Income to Next Year With RSU and Option Timing

Understand how RSU and stock option timing shapes your tax year, and learn when shifting equity income into next year
Stock Options when Company Gets Acquired

What Happens to Your Stock Options if Your Company Gets Acquired?

Mergers and acquisitions move fast. Understand what happens to your stock options when company gets acquired from the experts of
Leave Your Tech Job

What to Do in the Year Before You Plan to Leave Your Tech Job

Thinking what to do before leaving your tech job? Learn how to handle your RSUs, stock options, taxes, and benefits
rsu stock options after layoff

What Happens to Your RSUs and Options if You’re Laid Off?

Got laid off from your tech job? Learn what happens to your RSUs and stock options after layoff and practical
cash After Selling Your Company

How Much Cash Should You Keep After Selling Your Company?

Wondering how much cash to keep after selling your company? Here’s how to find balance, invest wisely, and plan your
Liquidity Planning for founders

The Founder’s Timeline for Liquidity Planning

Learn the key steps in liquidity planning for founders and make sure your hard work turns into lasting wealth.
Split Equity Among Co-Founders

How to Split Equity Among Co-Founders

Discover the right way to split equity among co-founders to keep things fair, transparent, and built for long-term success.