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, […]

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 […]

For professionals who receive equity compensation, stock options, restricted stock units (RSUs), and employee stock purchase plans (ESPPs) can be significant sources of wealth. However, they also come with unique challenges, including volatile stock prices. When markets decline, these fluctuations can lead to unrealized losses in your portfolio. Fortunately, there is a silver lining: tax […]

It’s that time of the year again. The year where you get sent PDFs, paper mail, and everything in between of tax forms. It can be overwhelming and confusing, especially for younger individuals who may just be starting to do their own taxes. We are going to give you an brief list of tax forms […]

    What is credit? This is a very common question among large portions of our country. It is a confusing topic that leave many feeling with more questions than answers. This blog post will try to address some common questions and misconceptions about credit. To start, when we purchase a credit card, we are […]

One of the Marketing Team’s goals for 2020 was to create a YouTube channel. Our two interns have created a YouTube channel for us this past summer, and have done an amazing job with creating content for you all. Check out the most recent YouTube video created by our Marketing Intern, Rachel. Comment on the […]