Your benefits package is a key part of your financial picture. From evaluating your Employee Stock Purchase Plan (ESPP) to navigating open enrollment, understanding the choices available through your employer can lead to more informed financial decisions. Our content explores how to assess and integrate these benefits within a planning context, informed by the various types of benefits those in technology often receive.
Equity awards—RSUs, ISOs, NQSOs, and more—often come with complexity and opportunity. Whether you're approaching a vesting milestone, considering a liquidity event, or diversifying a concentrated position, we offer insights to help you make informed, tax-aware decisions that support your broader financial goals.
Retirement planning involves more than setting a savings target—it’s about organizing your financial life in a way that supports future flexibility and financial independence while utilizing unique benefits, like DCP, that you may receive. We cover key considerations for tech professionals, from pre-retirement modeling to income strategies and distribution planning.
For technology professionals with equity compensation and variable income, taxes can be a significant part of the financial landscape. Our content highlights strategies to identify planning opportunities, manage timing, and coordinate tax decisions with your overall wealth strategy, in collaboration with your tax professionals.
Sudden or planned access to significant liquidity—whether through a stock sale, acquisition, or IPO—can raise complex financial questions. From timing and tax implications to reinvestment and cash flow considerations, our content explores strategies to help you approach liquidity events with greater clarity and structure.
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