financial advisor

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...

Should You Buy a Home When Mortgage Rates Are High?

Mortgage rates impact your payment. The higher the rate, the less affordable homes become. Should you buy when mortgage rates...

The Quick List of Financial Designations

Understanding financial designations is one of the first steps in selecting the right financial professional for your needs.

How Can Pre-Retirees Proactively Transition to Consulting in the Tech Sector?

If you’re exploring this path, you may want to consider slowly transitioning into consulting while still employed.

Instacart’s Public Debut: What It Means for Both Employees and the Investment Market

What exactly is an IPO, and what does it mean for employees when their company leaps into the public market?