Blog
Insights on wealth building, tech equity, and financial planning.
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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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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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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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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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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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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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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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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 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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