Feb 113 min readDesigning Your Ideal Cash Flow SystemAn imperative step in financial planning is knowing where your money is going and why. We call this cash flow planning. Designing a cash...
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 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...
Mar 1, 20214 min readMy Company's Stock is Killing it. Why Diversify?Times are good for many companies, especially for some large tech companies. Stock prices seem to be going up consistently and a few...