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

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3 Ways to Plan for Your IPO

Did you hear the news? Your company is looking at an initial public offering, or IPO — and your whole

IPOS of 2018: The Rapid Pace of Initial Public Offerings So Far

So far, the IPOs of 2018 have set a blistering pace that we expect to see continue throughout the year.

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Still Have Not Acted After Your IPO? It Could Be Costing You

  Let’s set the scene: Your company went through the initial public offering (IPO). While your coworkers all busily exercised

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How to Pay for College with Stock Options

You know that education is important. You’re probably better educated than your parents — and your great income and stock

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The Definitive Guide on the Dropbox IPO for Tech Employees

In January 2018, Bloomberg reported that Dropbox filed for an initial public offering (IPO) in the U.S. While certainly newsworthy,

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The New 83(i) Election for NQSOs and RSUs Can Be a Big Tax Break

  When Congress passed the Tax Cuts and Jobs Act in December 2017, one of the new features introduced to

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3 Tech Employees, 3 Different Stock Option Strategies

Not all stock option strategies are created equal, and the right strategic moves for you as a tech employee will

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5 Key Decisions to Make About Stock Options

Stock options can be a great way to supplement your income and build wealth. It’s critical that you know your
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Stock Option Decisions: How Do You Make the Best Choice?

  Receiving stock options can provide you with a fantastic opportunity to build wealth. But as with any investment, nothing