Jan 155 minThe University of Washington Retirement OptionsAs 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 minThe 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 minStudent 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 minNavigating 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 minEmployee 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...