Blog

Healthcare FSA and HSA Mid-Year Strategy for Tech Employees

It’s July, and here’s a question for you. Do you remember what you elected for your FSA or HSA at...

Summer Stock Refresh: Strategic Selling During Quiet Trading Windows

It’s July, and if you work at a publicly traded tech company, you know what that means. The quiet period...

Socially Responsible Investing in the AI Era: Aligning Tech Wealth with Your Values

You work in tech. You’ve seen firsthand how technology can change the world, for better and for worse. Maybe you’re...

Mid-Year Financial Check-In: Adjusting Your 2026 Goals

We’re halfway through 2026. Can you believe it? If you’re like most people, you started the year with ambitious financial...

How to Evaluate Equity Compensation in Your First Tech Job Offer: RSUs, Stock Options, and Vesting Schedules Explained

You just got the offer letter from your dream tech company. The base salary looks good. The benefits are solid....

How to Financially Plan for a Sabbatical: A Guide for Tech Professionals Ready for a Career Break

You’ve been grinding for five, maybe 10 years. Shipping features, hitting OKRs, and climbing the ladder. Your comp package has...

Building Your Emergency Fund on a Variable Compensation Package

Key Takeaways Let’s talk about something that keeps a lot of tech professionals up at night. You’re making good money....

Last-Minute Tax Strategies for Tech Professionals (Before the April 15 Deadline)

Key Takeaways It’s early April, and if you’re like most people, tax season is stressing you out. Maybe you’ve already...

Spring Cleaning Your Investment Portfolio: A Rebalancing Guide for Tech Professionals

Key Takeaways If you’re a product manager, designer, engineer, or operations professional at a Bay Area, Portland, or Seattle tech...