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

Five ways to sell stock in a post IPO selling strategy.

5 Ways to Sell Stock After an IPO

The IPO was announced. You took action and did the 5 things everyone must do. Now, you are in the

company values

3 ways to establish & live your company values

Strengthening your team and business starts with your values. Years ago, I worked with a national firm whose values didn’t

2024 Tax resolutions

New year, new tax goals: 4 ways to meet your 2024 tax resolutions

Close out your 2023 taxes and set yourself up for a prosperous 2024 with these tax tips. Now that we’ve

The Impossible Money Question: Should I Buy a House?

Bonus – How to Make the Impossible Achievable for You There is one question I struggle with more than any

Tips for working with your spouse at the same tech company

Tips for working with your spouse at the same tech company

  Finding the time to meet someone and date are really hard when you work in tech. There are the

Strategy for avoiding AMT on ISO stock options

Avoiding AMT on ISO stock options if your company’s stock drops

If the value of your company’s stock declined significantly after you exercised Incentive Stock Options (ISO), you may have a

married women slush funds

Why married female founders should have slush funds

Having your own stash of cash can strengthen your marriage. Most people would agree that communication and transparency are key

non qualified stock options for tech industry san francisco

Everything You Need to Know About Non-Qualified Stock Options in San Francisco

Non qualified stock options (NSO) are one of three types of stock options commonly received by tech employees in San

investing a lump sum from an acquisition

The acquisition transition: You got a lump sum of cash, now what?

A guide to investing your lump sum to generate passive income. Seeing your company get acquired can feel bittersweet. It’s