Financial Planning

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...

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...

Markets in an election year – how to stay calm during the turbulence

Have you had too much coffee, or are you suffering from election-year jitters? You’re not alone. Like clockwork, the presidential...

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...

3 Critical Areas Where Financial Advisors Can Simplify Your Financial Life

Navigating the financial landscape can be daunting for new prospects just starting their journey in the financial world. Then, when...