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.

Not sure whether to take cash, stock options, or RSUs? This guide breaks down the pros, cons, and tax implications of each to help you make the right choice based on your financial goals.

Debt: the good, the bad, and the ugly! How debt can lead to so much good and so much bad.

It all begins with an idea.

"Life moves pretty fast. If you don’t stop and look around once in a while, you could miss it."

It all begins with an idea.

It all begins with an idea.