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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

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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.

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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?

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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

Let us identify and explain the important issues for you

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

The latest blog Posts

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?

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