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

setting long term financial goals

Are You Behind On Long-Term Financial Goals?

  Ever look at your bank statements, and you don’t like the numbers, and you get the sinking feeling you’re

how to start investing

How to Start Investing: 6 Keys to Smart Investments

  When we were younger, my wife and I couldn’t find a financial advisor to save our lives. It seemed

ipo planning mistakes to avoid

5 IPO Planning Mistakes to Avoid

As you might have guessed from the title, I’ll use this post to go over five specific IPO planning mistakes

financial literacy

5 Ways to Increase Your Financial Literacy – Authority Magazine Interview

???? Exciting announcement: I’ve been interviewed by Tyler Gallagher of Authority Magazine for their series on Women Leading the Finance

profitable passive income after ipo

Profitable Passive Income Investments After Your IPO

Anytime someone talks about financial freedom, you hear about passive income. It’s most peoples’ fantasy. After all… why wouldn’t it

Where’s My Stuff? COVID Supply Chain Problems & Financial Planning

It’s happening all over the place this year: NO ONE is getting their stuff on time. ???? Everyone’s constantly logging

cost basis implications

Start Here: Understand Cost Basis & Cost Basis Implications

Keeping it simple, cost basis is the original price you pay for an asset. It’s used as a starting point

ipo planning guide

IPO Planning for Your First IPO: Start Here Guide

For most tech employees, finding out an IPO is on the horizon is like a sailor seeing land for the

employee stock options 101

Stock Options 101: The Beginner’s Guide to Company Equity

Scenario: You just got offered an exciting job at a cool, new startup???? ???? Heck. Yes. It’s a dream job,