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

ipo millionaire

You’re an IPO Millionaire worth $5 Million+ Now What?

“Sure,” you thought, when you started working for your company. “These stock options are probably a good idea… but I

employee stock purchase plans

Employee Stock Purchase Plans: Getting Started & What You Need to Know

After an IPO, a lot of things change with your stock options and your company equity. You’ll have to deal

Long Term Savings for Big Tech Employees

Long Term Savings for Big Tech Employees

When you work in tech, you usually fall in one of two camps: 1) A startup employee 2) A “big

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