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Should You Exercise Your Options at Your Private Company? 4 Approaches to Consider

March 8, 2023 | Pre-IPO and Going Public

This is for all you private-company employees out there who still have your job. And have exercisable stock options hanging over your head, causing persistent low-key anxiety about: Should I

Block Woman looking at a wall with the word "Roth" written many times on it.

Your 401(k) Match Can Now Be Roth (and Other Changes from the SECURE 2.0 Act)

February 22, 2023 | Financial planning

Congress passed the Secure 2.0 Act in late 2022. Why should you care? You shouldn’t. Much.

Block Woman is wearing a battered tan-colored wool hat. There are 3 traps nearby: a cement block; a lasso; a green jungle camouflage.

Avoid These 5 Big Tax Mistakes with RSUs, Stock Options, and ESPP

February 8, 2023 | Pre-IPO and Going Public, Public-company equity

Stock compensation can be a great pathway to wealth, but they also come with their own set of tax implications. Unfortunately, many taxpayers miss important tax considerations when it comes

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Why We Work with Women Earlier in Their Career in the Tech Industry

January 25, 2023 | Financial planning

What’s important to you about working with women in their early careers?

Block Woman and many other Block People of different sizes and colors.

Conversations about Life with 15 Clients over 2 Days.

January 11, 2023 | Financial planning

Conversations about life with 15 people over just two days is a fascinating, if tiring, experiment. And one I poorly time-managed my way into in December, during my annual pilgrimage

Have You Fallen Prey to These Common Misunderstandings in Personal Finance?

December 28, 2022 | Financial planning

You stick around as long as I have (yes, I am officially 103 years old), you start to see smart people have the same confusion and misunderstandings about personal finances

Pre-IPO and Going IPO

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Public-company equity

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Employee benefits/401(k)

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Saving and Spending

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Investing

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Housing

Public-company equity

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Giving

Employee benefits/401(k)

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Financial planning

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Or want to live on the wild side?

Want to Buy a Home? Don’t Forget Boring Ol’ Maintenance Costs. Welcome to My Journey as a Homeowner.

July 3, 2018

Pick it for me!

Should You Exercise Your Options at Your Private Company? 4 Approaches to Consider

March 8, 2023

Your 401(k) Match Can Now Be Roth (and Other Changes from the SECURE 2.0 Act)

February 22, 2023

Avoid These 5 Big Tax Mistakes with RSUs, Stock Options, and ESPP

February 8, 2023

Why We Work with Women Earlier in Their Career in the Tech Industry

January 25, 2023

Conversations about Life with 15 Clients over 2 Days.

January 11, 2023

Have You Fallen Prey to These Common Misunderstandings in Personal Finance?

December 28, 2022

Should You Move Your Cash to a Different Bank to Get a Higher Interest Rate?

December 14, 2022

Moving from a Public to a Pre-IPO Company: How Will Your Finances Change?

November 30, 2022

Overwhelmed by Your Financial To-Do List? There’s Hope (And a Few Practical Solutions).

November 16, 2022

Meg’s Musings: Consumption Edition

October 26, 2022

You Don’t Have Big Goals Right Now. That’s Okay! Keep Checking Back with Yourself.

October 13, 2022

The Three Stages of an IPO. Which Are You In? What Should You Be Doing Now?

September 27, 2022

How Much Money Should You Give to Charity?

September 13, 2022

You have 90 (30?) days, to exercise your ISOs or let them convert to NQSOs. What to do?

August 30, 2022

You kept all your company stock. And now it’s worth so much less. What should you do?

August 18, 2022

No need to tirelessly search for information anymore

Let us identify and explain the important issues for you

Sign up and get weekly-ish finance insight in your inbox.

The latest blog

Should You Exercise Your Options at Your Private Company? 4 Approaches to Consider

Your 401(k) Match Can Now Be Roth (and Other Changes from the SECURE 2.0 Act)

Avoid These 5 Big Tax Mistakes with RSUs, Stock Options, and ESPP

Why We Work with Women Earlier in Their Career in the Tech Industry

Conversations about Life with 15 Clients over 2 Days.

Have You Fallen Prey to These Common Misunderstandings in Personal Finance?