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’re going to learn a lot of new vocabulary. (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 basis… and why […]
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 […]
Mastering Financial Wellness: Ten Essential Strategies for Personal Wealth
Knowing where to focus is the key to success on your journey of financial wellness. Something specific will trigger your decision to hire a financial advisor. You must know where to start before you can address specific questions. Think of this as a financial wellness top ten. 1. Avoid Debt: The Foundation of Financial Wellness […]
How to Build Generational Wealth as a Tech Employee or Founder
A guide to recognizing a single wealth-accelerating opportunity that can help you — and your heirs — achieve financial freedom. Almost every movie ends with a triumphant scene that goes something like this: The hero takes a moment to realize their victories and relish in the afterglow of their achievements. It’s a classic trope. This […]
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 other. It’s impossible to answer. Should I buy a house? On the surface it’s easy. Buying a house is a good long-term move. There are tax benefits. You get to deduct your mortgage interest and […]
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 tenets of any healthy marriage, but are there any secrets worth keeping from your spouse? What if the secret revolves around finances, a common cause of divorce? Today, we’re discussing why a married woman should […]