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

how to fire someone female founders

How to fire someone: 4 steps for female founders

Learn what to do before, during, and after the termination. There are many wonderful things about being a female founder.

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