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

January 22, 2026

5 Reasons Your Deferred Compensation Plan is a Bad Idea

Thinking about a deferred compensation plan? Before you defer income, here are some risks around liquidity, taxes, and employer stability

January 16, 2026

5 Reasons Your Deferred Compensation Plan is a Good Idea

Thinking about a deferred compensation plan? Before you defer income, here are some risks around liquidity, taxes, and employer stability

January 9, 2026

Using Charitable Giving to Offset RSU or Stock Option Gains

How charitable giving of appreciated stock can help offset RSU or option taxes, and the real tradeoffs tech employees should

January 2, 2026

How to Invest After Selling Your Business (Founder’s 2026 Guide)

A founder’s 2026 guide to investing after a business sale. Learn post exit tax planning, goal setting, diversification and how

December 26, 2025

Is 2026 Finally the Year Tech IPOs Come Back? What Employees Should Know

Tech IPOs showed real momentum in 2025. Here’s what employees should know about the 2026 IPO outlook and how it

December 19, 2025

Selling Stock Before Year-End vs. Waiting Until January

Learn how year-end timing impacts your tax bill, long-term gains, and overall equity strategy, plus what tech professionals should consider

December 18, 2025

Deferring Income to Next Year With RSU and Option Timing

Understand how RSU and stock option timing shapes your tax year, and learn when shifting equity income into next year

December 11, 2025

What Happens to Your Stock Options if Your Company Gets Acquired?

Mergers and acquisitions move fast. Understand what happens to your stock options when company gets acquired from the experts of

December 4, 2025

What to Do in the Year Before You Plan to Leave Your Tech Job

Thinking what to do before leaving your tech job? Learn how to handle your RSUs, stock options, taxes, and benefits