Insights to Help You Optimize Your Financial Future

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Stock Rich, Cash Ready: Your Guide to Equity Liquidity

On paper, your equity may be worth millions—but unlocking that value requires strategy. This guide shows tech executives how to approach liquidity, minimize taxes, and diversify beyond company stock. Learn how to turn equity compensation into real wealth that supports your goals, freedom, and future.

Financial Insights for Technology Professionals

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Do you have a large unrealized gain on your stock?

Challenge Do you have a large unrealized gain on your stock? The shares of your current or former employer’s stock have appreciated significantly and now...

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Have you exercised Incentive Stock Options (ISOs) this year?

Challenge Have you exercised Incentive Stock Options (ISOs) this year? Did you exercise them and turn them into shares of stock? If so, you may...

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Do You Have Incentive Stock Options (ISOs)?

Challenge Do you have Incentive Stock Options (ISOs)? If so, you know how complicated it can be to determine what to do with them. There...

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The Tech Employees Guide to Restricted Stock Units (RSUs)

Key Takeaways: RSUs are taxed upon receipt often referred to as your vest date You may owe additional taxes on your RSUs Avoid double taxation...

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What is a credit freeze, and should you use it?

With temps coming down as we move closer to winter, maybe that’s a nice segue to the topic of freezing your…credit. Why the Concern? My...