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As The Great Resignation continues to unfold, have you been tempted to put in your own two weeks’ notice? Perhaps you’ve even fantasized about your own version of the moment that JetBlue flight attendant announced his resignation over the PA system and exited his plane in glorious fashion.
HAVE THAT SOMEONE YOU CAN ASK ALL YOUR MONEY QUESTIONS, NO MATTER HOW WEIRD. Your life is complicated. career, money, relationships, self care, community. You no longer want to handle it all alone. Working with a financial planner is an investment in you: your financial strength, your future, your happiness. We walk with you as […]
Are You a Woman in Your Early to Mid Career in Tech? Understand (Finally!) Your Complicated Finances. Use Them to Confidently Live the Life You Want. Schedule a Consultation As seen in We have particular expertise in IPO planning (pre-IPO, navigating the IPO, and post-IPO financial independence) and not making people feel bad about their […]
If there’s one topic that our clients have no idea how to figure out, it’s the question of when to exercise their stock options. (Also, “What do you mean, the tax code works like that?”)
How many of your RSUs should you sell when they vest? I have long given the advice, “Just sell ‘em all, ASAP.” But I’ve grown a bit soft in my old age (hush your mouth).