Learn how to prioritize your savings across 401(k)s, Roth IRAs, HSAs, and brokerage accounts. This guide covers the general savings hierarchy—and when it makes sense to break the rules—especially for professionals with equity compensation.

Maximize your charitable giving. Learn how donating appreciated stock and using a donor-advised fund can help you save more in taxes and support the causes you care about, especially if you receive equity comp.

Changing jobs? Don’t forget about your stock options and RSUs. Learn what to do with your equity compensation before, during, and after a job change and how to avoid leaving money on the table.

Discover the essential types of insurance every professional with equity compensation should have. Learn why life, disability, and umbrella coverage matter—and how to protect your income and assets.

Learn how to make the most of your IPO or acquisition windfall. This post explores how to align your financial decisions with your values through life planning—so your wealth supports the life you actually want.

Learn the key differences between NSOs and ISOs, how they’re taxed, and smart strategies to manage your equity compensation. Understand what happens at vesting and how to plan ahead to avoid tax surprises.

Learn how ISOs affect the Alternative Minimum Tax (AMT), strategies to reduce AMT, and how to use AMT credits if you've already paid. A must-read for professionals with equity compensation.

Learn how early exercising and filing an 83(b) election on pre-IPO stock options can reduce your taxes and when it could backfire. Real-world example included.

Learn how filing an 83(b) election on RSAs or stock options can reduce your taxes—and when it could backfire. Real-world example included.

Learn the key differences between RSUs and RSAs, how they’re taxed, and smart strategies to manage your equity compensation. Understand what happens at vesting and how to plan ahead to avoid tax surprises.

Learn why understanding your cash flow is key to building wealth, minimizing taxes, and creating a strong financial foundation—especially in tech.

Many tech employees make the same financial mistake—holding too much cash. Learn why it happens, how much you really need, and what to do with the extra so it actually supports your goals.

Struggling to manage your company stock? Learn why optimization isn’t the goal—and how equity compensation can help you live a more meaningful life.

Learn what to expect during an IPO or M&A and how to prepare financially—join this free webinar on May 20th.

Learn how to prioritize where to save—401(k), HSA, Roth IRA, taxable brokerage, and more—with a clear savings hierarchy designed for young professionals.

Wondering how much employer stock is too much? Learn a 4-step strategy to reduce risk, manage taxes, and diversify your portfolio.

Discover how financial life planning helps you define what truly matters and align your money with the life you want to live—starting now.

Worried about market volatility and scary headlines? Learn smart financial moves to consider during uncertain times, including Roth conversions, tax-loss harvesting, and managing equity compensation.

2025 tax planning starts now! In this blog post, learn why proactive tax strategies can help you lower your tax bill, avoid surprises, and maximize your financial opportunities. Discover key insights on managing your 2025 taxes, including smart deductions, income timing, and retirement contribution strategies. Plus, register for my free webinar on April 15th to get expert guidance on how to stay ahead of your taxes. Read more and take control of your financial future today!

I’m excited to announce the launch of my YouTube channel! The channel will be dedicated to all things Equity Compensation, including: RSUs, ISOs, NSOs, and tax planning planning around equity compensation.