On September 4th of 2024, my son Zack and I attended the Duke Caregiver Community Event. It was extremely well-attended—I’d estimate 400+ people in the room. We were privileged to attend a prescreening of the award-winning movie by Dr. Jessica Zitter titled, “Caregiver: A Love Story.” At the end of the screening, after the standing […]

Caring for a loved one – especially when you’re managing finances, medical appointments, and day-to-day care – is one of the most demanding roles a person can take on. Caregiver stress is very real, and it can impact your mental health, your relationships, and even your ability to make sound decisions. Managing stress as a […]

Donating stock to charity is one of the most tax-efficient ways to support the causes you care about while reducing your tax burden. For tech professionals with significant equity holdings, this strategy offers a unique opportunity to make a meaningful impact without liquidating assets. However, common mistakes can diminish the benefits, create unexpected tax liabilities, […]

Have you ever wondered, what is an ESPP? Employee Stock Purchase Plans (ESPPs) offer a unique opportunity for tech professionals to build wealth by purchasing company stock at a discount. However, without proper planning, ESPPs can also lead to financial missteps that undermine their benefits. By understanding the most common mistakes and when to take […]

For tech professionals, stock options often seem like a golden ticket to financial freedom – until they’re blindsided by a massive and unexpected tax bill. While stock options have the potential to build substantial wealth, failing to understand ISO and NSO taxation and the unique rules surrounding ISO stock options and non-qualified stock options can […]

As a tech professional, stock options are likely a significant part of your compensation package, offering you the chance to grow your wealth. But what if I told you that selling your stock options too early could drastically reduce the amount you actually take home? It’s true – and that’s why it’s imperative to understand […]