Blog
Insights on wealth building, tech equity, and financial planning.
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Snowbird Strategies: Wintering in Arizona Without the Tax Headaches
How Minnesota snowbirds can escape winter without creating tax complications. Residency rules, state taxes, and Medicare considerations.
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Ice House to Lake House: Building Generational Wealth the Minnesota Way
How Minnesota families build and transfer wealth across generations. From modest beginnings to lasting legacies.
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Minnesota vs. Florida: The Retirement Relocation Math
Should you move to Florida for retirement? The real numbers on tax savings versus quality of life trade-offs for Minnesota retirees.
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Small Business Succession in Greater Minnesota
Planning for the transition of your Greater Minnesota business. Options, tax implications, and how to maximize value after decades of building.
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Reading the Signs: Why Minnesotans Understand Active Management
The Minnesota approach to life prepares you to understand why active investment management makes sense. Reading conditions, preparing for change, not hoping it works out.
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Healthcare Costs in Retirement: Minnesota's Options
Navigating Medicare, MNsure, and healthcare decisions in Minnesota retirement. What you need to know about coverage options and costs.
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Property Tax Appeals: Fighting Your Minnesota Assessment
Is your Minnesota property over-assessed? How the appeals process works, when it makes sense, and how to win your case.
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The 83(b) Election Explained: Early Exercise Strategies for Startup Employees
Understanding the 83(b) election and early exercise of stock options. When it makes sense, the risks involved, and how to file correctly.
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Behavioral Finance: How Psychology Affects Your Investment Decisions
Understanding the psychological biases that affect investment decisions. How to recognize and overcome common behavioral finance pitfalls.
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Career Series: Financial Planning for Engineering Managers and Directors
Part 4 of our career series. Financial planning for Engineering Managers and Directors. Managing the IC-to-management transition and building wealth on the leadership track.
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Career Series: Financial Planning for New Grad Software Engineers
Part 1 of our career series. Financial planning essentials for new grad and early career software engineers. Student loans, first equity grants, and building your foundation.
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Career Series: Financial Planning for Senior Software Engineers
Part 2 of our career series. Financial optimization for senior engineers (years 3-7). Maximizing equity, tax planning, and building wealth during peak earning growth.
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Career Series: Financial Planning for Staff and Principal Engineers
Part 3 of our career series. Financial planning for Staff and Principal engineers. Managing high compensation, complex equity, and path to financial independence.
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Career Series: Financial Planning for VPs and Tech Executives
Part 5 of our career series. Financial planning for VPs and tech executives. Managing executive compensation, deferred comp, and wealth at scale.
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Charitable Giving Strategies: Making an Impact While Maximizing Tax Benefits
Smart strategies for charitable giving, including donor-advised funds and donating appreciated stock. How to maximize your philanthropic impact.
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Building Your Financial Foundation: Emergency Funds and Budgeting
How to build an emergency fund and create a sustainable budget. The foundational steps of financial security.
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Navigating RSUs, ISOs, and Equity Compensation: A Guide for Tech Professionals
Understanding the key decisions around RSUs, ISOs, and other forms of equity compensation. What tech professionals need to know.
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What Happens to Your Equity When You Leave: A Guide for Tech Employees
Understanding what happens to your RSUs, stock options, and equity when you leave your tech job. Post-termination exercise periods, forfeiture, and planning.
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Estate Planning Essentials: Protecting Your Family and Legacy
A guide to estate planning basics including wills, trusts, beneficiary designations, and protecting your family. What every adult should know.
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Insurance Planning: Protecting What Matters Most
Understanding the key types of insurance and how to protect your income, family, and assets. A guide to insurance planning.
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Investment Basics: Understanding How to Build and Protect Wealth
A foundational guide to investing concepts. Understanding stocks, bonds, risk management, and how to think about building wealth that lasts.
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IPO Preparation: What Tech Employees Need to Know Before, During, and After
A comprehensive guide to IPO preparation for tech employees. Understanding lockup periods, tender offers, and how to plan for your company going public.
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Financial Planning Through Life's Major Transitions
How to navigate the financial aspects of major life changes like marriage, having children, job changes, and more.
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Multi-State Tax Complexity for Remote Tech Workers: What You Need to Know
Understanding the tax implications of remote work across state lines. Nexus, convenience of employer rules, and how to avoid multi-state tax headaches.
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Retirement Planning for Tech Professionals: Maximizing Your 401(k) and Beyond
A comprehensive guide to retirement planning for software engineers and tech professionals. From 401(k) strategies to mega backdoor Roth.
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Risk Management: Protecting Your Financial Future
Understanding and managing financial risks. How to protect your income, assets, and family from unexpected events.
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Social Security Planning: Maximizing Your Benefits
Understanding Social Security benefits and strategies to maximize your lifetime income. When to claim and how to plan.
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Tax Planning Strategies for High-Earning Tech Professionals
Smart tax planning strategies for software engineers and tech professionals. From equity compensation taxation to year-end planning.
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Navigating Tech Layoffs: Financial Survival Guide for Software Professionals
A practical guide to navigating tech layoffs. Understanding WARN Act, negotiating severance, managing equity, and financial planning during job loss.
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What Tech Professionals Should Know About Building a Financial Plan
Key considerations for software professionals when building a comprehensive financial plan. From equity compensation to retirement planning.
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529 Plans and Education Savings: A Guide for Parents
Understanding 529 plans and strategies for saving for your children's education. What parents need to know about education funding.
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Cabin Finances: The True Cost of Lake Property in Minnesota
What Minnesota families need to know about buying, owning, and passing on lake property. The real costs beyond the purchase price.
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Hunting Land as an Investment: When Passion Meets Portfolio
Should you buy hunting land in Minnesota? The financial realities of recreational land ownership, timber management, and conservation easements.
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Iron Range to Twin Cities: Financial Planning Across Minnesota's Economies
How financial planning differs across Minnesota's diverse economic regions. From mining country to the metro, what matters where you are.
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Agricultural Land: Should You Keep the Family Farm?
When you inherit farmland, what should you do? The financial and emotional considerations for Minnesota families facing this decision.
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The 2008 Lesson: What Minnesota Families Lost and How to Protect Yourself
The financial crisis devastated Minnesota families who followed conventional advice. What we can learn and how to protect against the next downturn.
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