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

Recession/Recovery: What’s the Shape of Things to Come?

In June, the National Bureau of Economic Research announced that we are in a recession. Unlike previous recessions, this one

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How New Work From Home Policies Can Advance Your Financial Goals

For most of us, it’s hard to remember what the morning commute felt like. It’s been five months now, and

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SIP and Save or SIP and Spend?

As much as we might complain about sheltering-in-place for the past five months, there is a silver lining. We’re spending

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Even During a Pandemic There are Some Things You Shouldn’t DIY

DIY has become sort of a rallying cry during this pandemic. From household projects to haircuts more people are taking

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Top 5 Mistakes With Employee Stock Options & How to Avoid Them

  You can see the money now, can’t you? ???? ???? Your company’s hit their IPO, and you finally get

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How to Use Incentive Stock Options: A Year-by-Year Approach

  As a financial planner, ISO (incentive stock options) are my favorite. There are so many ways they can flexibly

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Retirement Account Contributions? Don’t Stop Now!

The second most-asked question I get these days is: Should I continue to contribute to my retirement accounts in this

Can It Get Any More Confusing?

Are you feeling overwhelmed and confused by the flood of information and the alphabet soup of COVID-19 relief packages? First

How to Avoid AMT on ISO Exercise With Lower Share Prices

It’s no secret at this point: We’re in a bear market, and stock prices are going down for A LOT