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

April 15th is Closer than You Think!

Welcome to 2020! I hope your year will be happy and prosperous! Not to ruin your New Years’ buzz, but

growing retirement savings

Grow Your After-Tax Retirement Savings Via a Mega Backdoor Roth

Does your company have an in-plan Roth conversion program? Are you taking advantage of it? If not, you may be

Time to Fall Back: Reset Your Clocks, Recheck Your Goals

  Have the big plans you made at the beginning of the year come to fruition? When was the last

How Do You $pend Your Time?

Is your mantra “If I only had more time”? It seems, in our world of 50-hour (at least) work weeks

when to sell stock at a loss

When Stock Prices Fall: Selling ISO Exercised in January

Sometimes, stock prices fall. Yes, even after you exercised them at the beginning of the year with 100% confidence that

What Kind of Saver are You?

Most of us have been told at some point in our life that it’s important to “save.” Yet as I’ve

stock options to buy a house

Use Your IPO Stock Options to Buy a House

Living in an affluent city where tech companies thrive has its perks. For one thing, there are plenty of career

Are You Using Your Whole Paycheck?

This is the third in a four-part series about your paycheck – what the various deductions mean and why you

stock options when you quit

Stock Options When You Quit: What Do You Do? How Do You Cash In?

So, you want to change jobs, eh? Career development is a noble quest, but a lot of tech and startup