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.

Watch and Learn

Watch & Learn

In the Suite: What Tech Professionals Get Wrong About Equity Comp

Ryan and Jackie join In the Suite host Tina Powell, Chief of Community at Intention.ly, for a conversation about common equity comp mistakes tech professionals...

Watch & Learn

Avoid The Biggest Tax Mistakes Tech Executives Make with Equity

If you’re a tech executive navigating equity compensation—RSUs, ISOs, ESPPs, or stock options—understanding the tax implications can make the difference between building long-term wealth and...

Financial Insights for Technology Professionals

Insight

The High Earner’s Guide to Intentional Spending: Finding Your Financial Middle Ground

High earners face a weird paradox. You have enough money to make serious financial mistakes, but not always enough liquidity to recover from them quickly,...

Insight

Equity Compensation Tax Risks Every Tech Professional Should Understand

Many of our clients who work in tech and receive equity compensation assume their employers handle the entire tax component, since they withhold a percentage...

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Beyond Conservative vs. Aggressive: Rethinking Investment Risk

Some professionals think about investment risk in binary terms: conservative or aggressive. They either sit on excess cash because market volatility feels unsafe after years...

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Work Sabbaticals and Financial Freedom: Everything You Need to Know About Taking Time Off

Most professionals dream about having the financial freedom to take a sabbatical: Six months backpacking through Europe. A year writing your novel. Time away to...

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Avoid Mistakes With your Options and RSUs

Equity compensation isn’t just for CEOs and senior management at big publicly traded companies anymore. You are part of a growing number of employees who...

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2026 Tax Planning Guide

Proactive, year-round tax planning is key to reaching your long-term financial goals. To help you get started, this guide provides key information to support your...

Insight

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...

Insight

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...

Insight

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...

Insight

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...