Feb 113 minDesigning 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 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 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...