Jan 213 min readMy Favorite Way To Use an HSAA Health Savings Account (HSA) is a type of account one can contribute to if on an eligible High-Deductible Health Plan (HDHP). Different...
Jan 15, 20235 min readThe University of Washington Retirement Options (UWRP, UW VIP, PERS)As a graduate of the University of Washington, our firm is proud to work with several UW employees. Many of our clients at UW are...
Mar 1, 20214 min readThe Benefits of Stock Purchase PlansIf you work at a tech company, there’s a good chance you’re eligible to participate in an employee stock purchase plan (ESPP). These...
Mar 1, 20214 min readStudent Loan PlanningAs student loan payments will likely resume for most borrowers sometime in 2021, now is a great time to review your strategy. Let’s take...
Mar 1, 20214 min readNavigating the Microsoft 401(k)Microsoft has a comprehensive benefits package. Many of these benefits have the potential to build a solid financial planning foundation....
Mar 1, 20215 min readEmployee Stock Options 101 As an employee at a tech company, biotech, or startup, there’s a good chance you may be granted stock options. Having a plan for this...