Building wealth does not happen overnight. It takes a lifetime of key decisions and often in the face of complexity and many unknowns. I’ve always viewed life as a game. As you age or progress in level, you need to use a combination of skills you learned from earlier to overcome new unique challenges. In other words, it becomes significantly more challenging. Building wealth is no different. It takes a long-term focus, strategic maneuvers, and…
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…
strateDon’t panic. You’re going to feel like crap for a couple days and that’s normal. Go ahead and take a few days, but don’t let it linger. Knowing where your resources are and how best to access them can go a long way in reducing your stress during this time. This is the first part of a two-part series (Navigating Your Finances and How to Land Your Next Gig) Financial Reality Check When…