Why TurboTax Doesn’t Work for Tech Professionals
Is TurboTax for tech professionals the right choice? Optimize your taxes and keep your finances on track!
Why Tech Professionals Face RSU Tax Underwithholding Issues (and How to Fix It)
Struggling how to fix RSU tax underwithholding issues? Learn how to fix it and avoid future headaches with this guide!
Employee Stock Options Explained: How to Avoid 3 Killer Mistakes
Employee stocks options is a long, complex topic that we simplify by helping you avoid the three killer mistakes. You know them well: Surprise huge tax bills Over concentration in single tech stocks Too much cash sitting around not invested Together they will leave your employee stock option and RSU plan bloodied and bruised. We […]
5 Lessons Learned from Missing Cost Basis
How do you calculate missing cost basis? What lessons can you learn? What might you want to do differently in the future? This post will answer those questions and show how to avoid paying unnecessary taxes because of missing cost basis. What is cost basis? Cost basis is the total price you paid to buy […]
Your Relationship with Money
They say more money means more problems, and it’s easy to see why. As your career grows, so do the demands of life. Balancing a flourishing career with a mortgage, kids, and a more comfortable lifestyle can be overwhelming. So we’d like to counter that more money often presents different challenges-ones that you might not […]
How to Plan Around Trading Windows
Going to jail for insider trading is no good. Thankfully, though, there are ways you can legally buy and sell stock in the company you work for to build wealth without going rogue. A trading window gives employees an opportunity to sell their shares without worrying about violating insider trading laws or dealing with the […]
Fair Market Value vs Cost Basis: What’s the Difference?
Fact: When you start investing, you’ll quickly discover there’s a lot of new terminology to learn (And it’s totally fine if you’re Googling things for a while trying to figure it all out… we’ve all been there. ????) But if you got here because you’re trying to understand the difference between fair market value vs cost […]
5 Critical Money Lessons for Tech Employees
Navigating the financial landscape as a tech employee, particularly when dealing with stock options and IPOs, can be daunting. Understanding and strategically managing these assets can significantly impact your financial well-being. Here are five essential money lessons I got to share in this conversation with Christopher Nelson on Tech Equity and Money Talk that can […]
Selling Stock to Buy a House in 2024: Seven Steps
Buying a house is one of the biggest decisions of your life. ???? No matter where you live. Selling stock is a great strategy to buy a house with today’s high interest rates. But, it’s outright daunting. The basic numbers alone make it feel impossible: In San Francisco, the median home value in 2024 is […]