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

when to sell RSU

IPO: When to Sell RSU Based on Share Price

When people are granted stock options, it’s the same BIG question, every time: Buy? Or sell? And when it comes

Understanding Your Pay Stub – Where Does the Money Go?

Have you ever looked at your paycheck and wondered why the amount is so much less than you thought it

IPO when no stock options exercised

Going Into an IPO With No Stock Options Exercised

So…. your company just announced an IPO. What WHAAAAT! Time to celebrate! ???? ???? Right? Well…. truth be told… you

What to Do When “You’ve Got Mail” from the IRS

There are few notifications that evoke as much panic as a letter from the IRS. And while it might be

ipo and taxes

5 Steps to Solve Your IPO Tax Issues

Every year, it’s the same deal: You review your finances from the year before, and try to plan out your

Are Your Friends Too Expensive?

Most of us have financial goals. First house. A new car. College for the kids. Or a summer getaway to

Should You Borrow Money to Exercise Incentive Stock Options?

  Our financial system is built on loans. This money helps us pay for education, a car, a house, and

Exercising ISO in January stock options

3 Reasons January is the Best Month to Exercise ISO

  Every December, the KB Advisors team is inevitably flooded with calls from people who are rushing to exercise incentive

should i sell my stock options

How to Think About Stock Price vs Future Tax Savings

  “I know that if I hold for one year I get to pay a lower tax.” I can’t tell