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

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

why you got a tax bill

3 Reasons You Got a Tax Bill Even Though You Usually Get a Refund

You’ve always received refunds, but now all you have is a massive tax bill. What gives? Filing taxes isn’t a

finding virtual assistants

The 4 Best Spots to Find Virtual Assistants & Short-term Consultants

These methods help female founders offload tasks to reliable talent so they can focus on what’s most important. There comes

rsus vs cash for tech ipos what to choose

RSUs vs. Cash: Which Should I Choose Before a Tech IPO?

Instacart employees can choose between cash and RSUs for their refresh grants this year. Here’s the smarter choice. Today’s stock

7 women founders who took their tech company public

7 Female Founders Who Took Their Tech Companies Public

Meet seven women entrepreneurs who successfully took their tech companies public. From scaling their startups to looking for venture capital,

blog-post-ipo-blues

Post-IPO blues: How to cut your losses after riding the tech stock dips

You may have held onto your stock for too long but there’s still time to turn things around. Going public