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

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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

Strategy for avoiding AMT on ISO stock options

Avoiding AMT on ISO stock options if your company’s stock drops

If the value of your company’s stock declined significantly after you exercised Incentive Stock Options (ISO), you may have a

married women slush funds

Why married female founders should have slush funds

Having your own stash of cash can strengthen your marriage. Most people would agree that communication and transparency are key

non qualified stock options for tech industry san francisco

Everything You Need to Know About Non-Qualified Stock Options in San Francisco

Non qualified stock options (NSO) are one of three types of stock options commonly received by tech employees in San

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

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Why Married Women Should Have Separate Finances

Maintaining a sense of financial independence is important for both your happiness and your money. Many of the big life

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

4 ways to accelerate AMT credit

4 Ways to Accelerate Your AMT Credit (with Examples)

If you qualify for the alternative minimum tax credit after exercising ISOs, here’s how to receive the tax reduction faster.