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Insights and Strategies for Tech Professionals: Navigating Wealth, Taxes, and Financial Success

double trigger rsu tax advice

Have double-trigger RSUs? An expert says to avoid this tax mistake

Prevent a bad tax surprise with this complex type of restricted stock unit. In the vast world of equity compensation,

unsplash ipo

Instacart eyeing long-awaited IPO: How its employees can prepare for the big day

Expert advice about maximizing your financial gains from the grocery-delivery tech company’s public debut, slated for September. Following a nearly

You’ll want to take a close look at your car insurance plan after reading this

Not all auto coverage limits are created equal. There’s a good chance your plan won’t fully cover your next accident.

arm ipo 2023

Arm IPO News: How its U.S. Employees Can Prepare for the Big Day

Expert advice about maximizing your financial gains with the latest ARM IPO news. After a dry year and a half

sell stock post 2022 ipo offering

Did you hold onto your stock through the 2022 dip? Here’s how to make your money back.

How to devise a smart selling plan and see real tech IPO examples you can learn from. WIth its 2021

7 money lessons for tech employees from a financial advisor

7 Critical Money Lessons for Tech Employees, From a Financial Advisor

Build wealth and reach financial freedom with these insights from a certified expert. As a financial advisor, I work with

529 plans and secure 2.0 changes

Secure Your Loved Ones’ Future: 529 Plans & Secure 2.0 Changes for Educational Expenses

How can I help my loved ones with educational expenses? 529 Plans & Secure 2.0 Changes! We all want the

electric vehicle tax credit 2023

Electric Vehicle Tax Credit: What Qualifies & How to Save Money

You can save money by taking advantage of 2023 EV incentive programs. Here are the rules, restrictions, and how to

financial independence

The Basics of Financial Independence, Explained for Busy Professionals

Here’s how to make your job something you choose rather than something you need. We discuss financial independence a lot