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Stock Options Fitness – Exercising Your Stocks Effectively

When it comes to company incentives, one of the most prevalent in the tech industry are stock options. However, because...

How to Properly Invest Your Money for Retirement

You have been a hard worker for much of your life. Now you are approaching the time when you’re ready...

What Tech Employees Could Gain From Financial Planning Advice

Working in the tech industry is an exciting ride. You’re at the forefront of tech and societal change, you’re earning...

Do I Need a Trust if I Have a Will?

Most humans have a difficult time thinking about death, but it is a life circumstance that we all face. Part...

How to Improve Your Relationship With Money

What is your immediate thought when you hear the word relationship? If you’re like most people, thoughts of your spouse,...

7 Questions to Ask Your Financial Planner (And Why They’re important)

Finding the right financial planner isn’t easy. As a member of the tech industry, you’re likely experiencing a few things...

The Ins and Outs of Stock Options and Restricted Stock Units

According the National Center for Employee Ownership, about 7.2% of employees own stock options, and even more employees have some...

7 Financial Planning Myths and Truths

Financial planning is something of a mysterious field to some, and there are a lot of myths floating around about...

Portfolio Theatrics: Surviving Market Volatility

There’s no question about it, the traditional investment experience is quite a ride. You know, the periods of pure euphoria...