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

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

Why Married Women Should Have Separate Finances

Maintaining a sense of financial independence is important for both your happiness and your money. Many of the big life

manage concentration risk after ipo

3 Ways to Manage Concentration Risk After Your IPO

Here’s how tech employees should handle concentration risk for the best financial outcome. One of the key tenets of investing

4 ways to accelerate AMT credit

4 Ways to Accelerate Your AMT Credit (with Examples)

If you qualify for the alternative minimum tax credit after exercising ISOs, here’s how to receive the tax reduction faster.

company going public plan ipo

So your company is going public? 3 key factors to inform your IPO plan

A financial advisor shares how tech employees can narrow their focus to the 3 most important factors. So, your company

ipo tax withholding

Tech IPO tax planning: Should you select 22% or 37% withholding?

How to make an IPO tax withholding selection that works for you. If you’re a tech employee with a looming

Feeling burnt out? Consider taking a career break

How to properly take time away from work to benefit your career and financial goals. There’s a special kind of

how to fire someone female founders

How to fire someone: 4 steps for female founders

Learn what to do before, during, and after the termination. There are many wonderful things about being a female founder.