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

what you need to know about thesecure act 2020

What You Need to Know About the SECURE Act

Are you feeling insecure about the SECURE Act? Well, knowledge is power. Here’s what you need to know. The SECURE

incentive stock options basics

Incentive Stock Options Basics: Everything You Need to Know About ISO, Tax, & Selling

Incentive Stock Options Basics One of the biggest benefits of being a startup tech employee is stock options. It makes

exercising stock options private company

Get More For Your Money: Exercising Stock Options in a Private Company

Last month, we talked about the risk factors of the five types of equity available to employees in a private

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April 15th is Closer than You Think!

Welcome to 2020! I hope your year will be happy and prosperous! Not to ruin your New Years’ buzz, but

growing retirement savings

Grow Your After-Tax Retirement Savings Via a Mega Backdoor Roth

Does your company have an in-plan Roth conversion program? Are you taking advantage of it? If not, you may be

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Time to Fall Back: Reset Your Clocks, Recheck Your Goals

  Have the big plans you made at the beginning of the year come to fruition? When was the last

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How Do You $pend Your Time?

Is your mantra “If I only had more time”? It seems, in our world of 50-hour (at least) work weeks

when to sell stock at a loss

When Stock Prices Fall: Selling ISO Exercised in January

Sometimes, stock prices fall. Yes, even after you exercised them at the beginning of the year with 100% confidence that

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What Kind of Saver are You?

Most of us have been told at some point in our life that it’s important to “save.” Yet as I’ve