Category: Strategy Guide

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lock up expiration on uber stock

What Should I Do with the Uber Stock Lock-Up Expiration?

Have you been anxiously awaiting the Uber stock lock-up expiration? This week is sure to be an interesting time period for Uber stockholders. Almost half of which have been UNABLE to sell their Uber stock due to the lock-up period associated with Uber’s initial IPO. Are you one of those individuals? If you happen to be an employee, you are also dealing with the unique situation that occurred due to your RSUs vesting when Uber…
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November 3, 2019 0
15 tax planning strategy cover

15 Simple Year-End Tax Planning Strategies (2019)

You may have heard that the tax reform that was passed at the end of 2017 had a dramatic impact on tax filers. Although most people benefited from lower taxes than in previous years, there are still key strategies that are relevant to review as you prepare for the end of the year. I will layout 15 simple year-end tax planning strategies that range from maximizing your tax efficiency, tax reduction, tax neutral, and possibly…
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October 3, 2019 0
Navigating Your Finances for a Career Change to Coding

Career Change to Coding: Navigating Your Finances

Ready to take the leap into making a career change into coding, but unsure about how to navigate your finances? Like every other major financial decision in your life, making a career change intersects directly with your financial life. No matter where you are at in your coding career change decision, this strategy guide will help outline how to organize your finances, for your coding career change. Take Our Free Career Change Assessment START If…
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September 3, 2019 0