Landon Loveall, CFP

Latest Posts by Landon Loveall, CFP

June 14, 2025

The 5 Best Financial Advisors for Tech Employees, Founders & Equity-Holders

See the 5 best financial advisors for tech professionals to see if they're a match for your business.

June 4, 2025

What Is a Cashless Exercise? (With Example)

Find out if you can use a cashless exercise for your stock options. Understand how it works better with our

May 26, 2025

How to Calculate Your Financial Independence Number

Know what is your financial independence number and how it can guide your planning for the future.

May 12, 2025

ISO vs NSO: What Type of Stock Option Do You Have (And What Should You Do About It?)

Understand the key difference of ISO vs NSO to maximize your stock options and make smart tax decisions.

May 9, 2025

Should I Exercise My Stock Options? (And When It Makes Sense to Wait)

Determine the optimal time to exercise stock options with this guide, and evaluate your next best step.

April 24, 2025

How Much AMT Do You Owe? Our 2025 AMT Calculator Can Help You Figure It Out

Learn AMT basics with this guide and simplify planning using our free AMT calculator.

April 15, 2025

A Tech Employee’s Guide to RSU Taxes in 2025

This guide to RSU taxes for tech employees simplifies everything from planning ahead and avoiding missed deadlines.

April 11, 2025

Tech Stock Offering Trends in 2025: Is the IPO Market Finally Back?

Curious about the tech stock offering trends? This guide highlights the newest IPOs and what they could mean for you.

April 2, 2025

The IPO Prep Checklist for Tech Employees

Use this IPO prep checklist to unlock opportunities at every stage of your IPO journey.