Financial Planning

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...

CalSavers Compliance in 2026: What California Small Business Owners Must Do Now

Key Takeaways You opened the letter from the state, and there it is: your business needs to comply with CalSavers...

Love and Money: Financial Planning Conversations for Couples

It’s Valentine’s Day weekend, and you’re scrolling through your Instagram feed. Everyone’s posting about romantic dinners, surprise getaways, and thoughtful...

Tax-Loss Harvesting Strategies for Concentrated Tech Stock Positions

You open your brokerage app and see it staring back at you. That one stock. The one that makes up...

Year-End Financial Housekeeping: A Tech Professional’s Checklist for 2025 Wrap-Up

For most tech professionals, December isn’t a slowdown; it’s a sprint to wrap outstanding items, finalize reviews, and close out...

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...