Tag: Tech Benefits

Take your financial confidence to the next level!

What the Tech is a 401(k)?: Podcast

I know how overwhelming it can be to have access to a 401(k) but be intimidated that you don’t have any idea and probably not even the time to understand why you need one or how they work. After listening to this episode you’ll have a solid understanding of how your 401(k) works so that you can more confidently put yours to use. My First 401(k) Why a 401(k) is Important Power of Time and…
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June 26, 2019 0
ESPP Strategy Guide

Understand Your Employee Stock Purchase Plan (ESPP) Strategy Guide

If your employer offers you an employee stock purchase plan and you are not participating, you may be leaving thousands of dollars on the table. Many people put off enrollment for many reasons, but the biggest is because they do not understand how their employee stock purchase plan works. How about we cure your confusion and give you the information you need to understand your employee stock purchase plan and determine whether you should enroll. Missing…
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February 1, 2019 0
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