What You Should Know About the New Tax Bill Before Year’s End
Do you need to do anything before year’s end in anticipation of the newly reconciled tax bill, likely taking effect January 1? Read More
Is Open Enrollment Overwhelming? Just Focus on a Few Things.
Is your open enrollment deadline weighing down on you? Do you feel a persistently anxious feeling because of it?Read More
Why You Should Invest Outside of Your 401(k)
Are you already saving at least 15% for retirement, and you’ve already built your emergency fund up to cover 6 months of basic expenses, and you still have extra money to save? This is a great opportunity for a taxable investment account, also called a brokerage account.
What Should I Do With My Signing Bonus?
Congratulations! You’ve got a job offer! And not only did you get an offer, but the wooing company promises to give you a big fat check on Day 1 to show you how much they care. Yes, the famed Signing Bonus.Read More
I have Restricted Stock Units (RSUs). Now What?
It’s good to have Restricted Stock Units, even if you don’t know exactly how they work. But that lack of understanding can be intimidating and paralyzing, and we end up just floating along, letting the RSUs “happen” to us, instead of making sure we’re getting the most out of them. It’s a metaphor for life, really.Read More
Do Your Taxes Make You Feel Bad?
I’m doing my taxes now, and I am just so DONE. I don’t know if I’m doing them right or leaving money on the table. It just makes me realize that I don’t understand my finances as well as I want to.Read More
What Should I Do with My Stock Options?
Your privately held company just gave you stock options, either in the initial offer or after you’ve been working there for a while. What do you do? WHAT DO YOU DO? (gratuitous 90’s movie reference for your entertainment)Read More
So Your Company Is Going IPO
Is your company going IPO? With all the stories of IPO riches that transform people’s lives life, you must be getting excited.
Early Exercising Stock Options. Whaaaa?
You’re working at an awesome company. You think it might Go Big. And they’ve given you a bunch of stock options that vest over several years. Read More
Charitable Giving for Tech Employees…Take Advantage of Your Unique Opportunities.
A friend of mine in the Bay Area recently learned from a local charity that women in tech between the ages of 25 and 45 are their biggest donors. Read More
