Blog

Thanksgiving for Your Future Self: Gratitude-Based Goal Setting for 2026 Financial Planning 

As Thanksgiving approaches, many of us find ourselves reflecting on what we’re grateful for: family, health, career achievements, and the...

The IPO Wealth Windfall: Preparing for Life-Changing Liquidity Events

The notification hits your inbox: your company is going public. Suddenly, those stock options and equity grants that felt abstract...

Open Enrollment Optimization: Maximizing Your Tech Company Benefits Beyond Just Health Insurance

Open enrollment season arrives like clockwork each fall, and for most professionals, it feels like a rushed decision-making marathon focused...

Sustainable September: How ESG Investing Can Align Your Tech Salary with Your Values

September has become synonymous with fresh starts—back to school, new goals, renewed focus. For tech professionals seeking to make their...

Year-End RSU Tax Planning: Strategies for Tech Professionals Before Q4

As we approach the final quarter of the year, tech professionals with Restricted Stock Units (RSUs) face a critical window...

Smart Strategies for Your Family’s Education Goals

Did you know the average cost of a four-year college education today can exceed $60,000—and that’s just for in-state tuition?...

Reviewing Your Insurance Policies in the New Year: Lessons from California’s Wildfires

As we kick off the new year, it’s a great time to review and reassess essential aspects of your financial...

Legacy Planning – Conversations You Should Be Having With Your Family Members this Holiday Season

Chestnuts roasting by the open fire, endless sweet treats, and peppermint hot chocolate during a snowy evening set the scene...

Long-Range Financial Planning – Re-evaluating/re-vamping lifsetyle goals

Life has a way of surprising us with twists and turns—whether it’s marriage, the birth of a child, a sudden...