Blog
Insights on wealth building, tech equity, and financial planning.
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Podcast Episode 6: Is the 4% Rule Setting Tech Professionals Up for Retirement Failure?
The popular 4% withdrawal rule wasn't designed for tech professionals who face unique challenges: concentrated equity positions, 50-year retirement horizons, and wealth accumulation during bull market
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FAFSA and College Financial Aid Guide for Minnesota Families
Complete FAFSA guide for Minnesota families. Financial aid strategies, 529 plans, and education funding options to maximize college affordability.
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Wealth Advisor vs Financial Planner: Which Do You Need?
Understand the difference between wealth advisors and financial planners. Find the right professional for your Minnesota financial planning needs.
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RSU Vesting Schedules: When Do You Actually Own Your Stock?
Understanding RSU vesting schedules and what happens when you leave. Tax implications, acceleration clauses, and strategic planning for restricted stock units.
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Podcast Episode 3: Why Smart People Make Terrible Investment Decisions (And How to Fix It)
Why do brilliant engineers and product managers consistently underperform index funds? This episode explores the behavioral traps that turn analytical minds into emotional investors.
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Minnesota Tax Season Checklist: Don't Miss These Deductions
Complete 2026 Minnesota tax season checklist. State-specific deductions, filing deadlines, and tax planning strategies for Minnesota residents.
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Complete Financial Planning Guide for Software Engineers
Comprehensive financial planning guide for Minnesota software engineers. Equity compensation, retirement planning, and wealth building strategies for tech careers.
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What Happens to Stock Options When You Leave Your Job
Learn what happens to your stock options when leaving your job. Exercise periods, vesting schedules, and tax implications for Minnesota tech professionals.
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Minnesota 529 Plan Tax Benefits and Strategies 2026
Maximize Minnesota 529 plan tax benefits in 2026 with strategic education savings planning and investment selection guidance.
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Financial Planning Conversations for Minnesota Couples
Essential financial planning conversations for Minnesota couples to align on money goals, retirement, and investment strategies.
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