Blog
Insights on wealth building, tech equity, and financial planning.
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Smart Summer Vacation Budgeting for High-Income Families
Plan smart summer vacations with high-income budgeting strategies. Learn tax implications, spending optimization, and vacation rental considerations for families.
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Executive Equity Diversification: Beyond RSUs and Options
Learn advanced equity diversification strategies for tech executives. Navigate concentrated stock positions, option exercise timing, and wealth preservation techniques.
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529 Plan Optimization for Tech Families in 2026
Optimize your 529 education savings in 2026. Advanced strategies for tech families maximizing college funding and tax benefits.
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Minnesota Cabin Investment Guide for Tech Professionals
Complete guide to investing in Minnesota lake property for tech professionals. Financing, taxes, and investment analysis included.
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Mid-Year Portfolio Review: Tech Professional's Guide 2026
Complete your 2026 mid-year portfolio review with this guide for tech professionals. Optimize RSUs, options, and investments before year-end.
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Memorial Day Financial Planning Checklist: Mid-Year Review
Memorial Day financial planning checklist for 2026. Review your progress, adjust strategies, and prepare for the second half of the year.
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College Graduation Financial Checklist: Start Your Career Right
Essential financial checklist for college graduates starting their careers in 2026. Budget, invest, and plan for long-term financial success.
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83(b) Election Filing Guide: Stock Options & Restricted Stock
Complete guide to filing 83(b) elections for stock options and restricted stock. Learn deadlines, requirements, and tax optimization strategies for 2026.
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Financial Planning for Software Engineers in Minnesota 2026
Comprehensive financial planning guide for software engineers in Minnesota. Learn about equity compensation, taxes, and wealth building strategies for 2026.
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Podcast Episode 15: How Should Tech Professionals Handle RSU Vesting During Earnings Season?
Tech professionals with RSU compensation face a quarterly dilemma: what to do when shares vest right before earnings announcements. Dr. Adam Link breaks down why the standard 'sell immediately' advice doesn't fit every situation.
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