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Landon Loveall, CFP

Latest Posts by Landon Loveall, CFP

Exercise Stock Options

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.
AMT Calculator

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.
Guide to RSU Taxes

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.
tech stock offering trend 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.
IPO Prep Checklist

The IPO Prep Checklist for Tech Employees

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

How to Prepare for an IPO If You Have Stock Options

Prepare for an IPO with stock options to maximize earnings and avoid costly mistakes.
Difference between RSUs and Stock Options

What’s The Difference between RSUs and Stock Options?

Learn the difference between RSUs and stock options to maximize gains and avoid overpaying on taxes.
rsu tax underwithholding issues

Why Tech Professionals Face RSU Tax Underwithholding Issues (and How to Fix It)

Struggling how to fix RSU tax underwithholding issues? Learn how to fix it and avoid future headaches with this guide!
incentive stock options

Should You Exercise Incentive Stock Options in January? A Simple Guide

If you’re a tech employee, founder, or executive with incentive stock options (ISOs), you might be wondering when the best