Exercised incentive stock options and paid AMT? Learn how the AMT credit works, how to track it with IRS Forms 6251 and 8801, and how to reclaim your tax dollars in future years.

Discover why a financial planner quit his stable job right after his wife was laid off and why he doesn’t regret the “dumb” financial decision. A personal story about risk, resilience, and creating an authentic life.

Managing equity compensation isn’t just about numbers, it’s about human behavior. Learn how recency bias, overconfidence, and status quo bias impact financial decisions and what to do instead.

Learn the basics of Incentive Stock Options (ISOs): how they work, key tax rules, and strategies to avoid surprises. Free webinar for equity comp pros.

Learn how tax loss harvesting can reduce taxes from exercising stock options or selling RSUs. Discover how to avoid the wash sale rule, when this strategy makes sense, and why monthly RSU vesting could complicate things for employees with equity compensation.

Learn what the One Big Beautiful Bill Act (OBBBA) means for your 2025 taxes. This post breaks down key tax changes, how equity compensation is affected, and what steps to take now to make the most of the new law.

Learn how equity compensation like RSUs and stock options can help accelerate long-term goals and enhance your overall financial plan.

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.