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

startup founder equity

Startup Founder Equity & Planning for Multiple Acquisitions + IPOs: A Case Study

When you start a company, you’ve probably got big goals for it. In the tech world, big goals = acquisitions

economic recovery

Recovery: The Shape of Things to Come Part Deux

Last time we talked about a couple of possible shapes for our economic recovery: A“V” recovery, in which the economy

recession-recovery-blog

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

working from home

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

save money financial planning

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

during pandemic dont diy financial advising

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

mistakes with employee stock options

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

how to use incentive stock options

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

retirement planning don't stop

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