Category: Strategy Guide

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When to sell RSUs

Restricted Stock Unit (RSUs) Strategy Guide

RSU’s or Restricted Stock Units are a common part of tech employees compensation packages. I have helped many clients and their spouses understand how to utilize their RSU benefits to their advantage with planning. Retirement accounts and manageable investments receive much of the attention from other financial planners. In this post, I want to focus on providing you a RSU strategy guide.   Most employers that offer stock as a form of compensation have switched…
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January 29, 2018 0

How To Get A Raise Strategy Guide

As the end of the year approaches, time seems to fly by a little faster than it does the rest of the year.  One often, non-exciting event, your annual performance review.  You may be saying to yourself, “it’s the same boring process, my boss tells me I’m a great asset to the team, we review the bubble chart of where I rank, and at the end, I get the generic increase of 2% or 3%”.…
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November 27, 2017 0

10 Holiday Shopping Tips Strategy Guide

It’s Turbo Time!  Yes, that’s technically from a movie that occurs on Christmas Day, but the madness is the equivalent to Black Friday shopping.  This week many will descend on shopping malls as soon as they finish off their turkey dinner.  With that in mind, I want to give you a few tips to survive your holiday shopping. (Updated Video for 2018, Top 3 Tips) Have a spending limit.  It’s really easy to get into…
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November 22, 2017 0