Our Blog

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

blog-how-do-you-spend-your-time

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

blog-what-kind-of-saver

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

stock options to buy a house

Use Your IPO Stock Options to Buy a House

Living in an affluent city where tech companies thrive has its perks. For one thing, there are plenty of career

blog-are-you-using-your-whole-paycheck

Are You Using Your Whole Paycheck?

This is the third in a four-part series about your paycheck – what the various deductions mean and why you

stock options when you quit

Stock Options When You Quit: What Do You Do? How Do You Cash In?

So, you want to change jobs, eh? Career development is a noble quest, but a lot of tech and startup

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

blog-understanding-your-paystub

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