Update Your Accomplishments
Updating your list of accomplishments may have a big impact on your finances. A review can help you shape your future, set your direction, and expand your options.
What Financial Steps Might Tech Professionals Take in December?
What financial steps might tech professionals take in December? Options might include: make year end retirement contributions, update resume and career plan, harvest tax losses or gains, review Social Security statement(s), and update 401(k) contribution rate.
Happy Thanksgiving!
Happy Thanksgiving, all!
I have even more than usual to be thankful for this year - including family, health, time, clients, support, and democracy.
What Financial Steps Might Tech Professionals Take in November?
What financial steps might tech professionals take in November? Schedule a vacation, harvest a tax loss or gain, give to charity, buy holiday gifts, and rebalance investments.
What Financial Steps Might Tech Professionals Take in October?
What financial steps might tech professionals take in October? Perhaps: evaluate stock purchased with the Employee Stock Purchase Plan (ESPP), book holiday plans, complete open enrollment, update beneficiaries and estate plan, and plan year end health expenses.
The Rise of Agentic AI
Agentic AI is a fascinating new frontier. To date, AI has largely been used as a knowledge accelerator, a content editor, and even a thinking partner. However, there’s a new use: assistant.
What Financial Steps Might Tech Professionals Take in September?
What financial steps might tech professionals take in September?
Select employee stock purchase plan contribution percentage
Book Thanksgiving plans
Start benefits and insurance review
Replenish emergency fund
Schedule remaining Paid Time Off (PTO)
What Is a Mega Backdoor Roth?
A Mega Backdoor Roth is an opportunity to save more for retirement, requires specific employer plan options, and impacts cash flow as well as taxes.
What Financial Steps Might Tech Professionals Take in August?
What financial steps might tech professionals take in August?
Shop for Back to School
Take summer vacation
Review investments
Submit dependent care reimbursements
Check financial independence plan
Case Study: Thrived Through a Layoff
This case study explores how a client has been able to thrive despite a layoff! She’s taken many steps to improve her: investments, cash flow, taxes, real estate, protection, estate plan, and life.
Potential Financial Steps for Tech Professionals in July
What financial steps might tech professionals take in July? Options could include: check credit reports, review / rebalance investment portfolio, take summer vacation, attend camps, and submit dependent care reimbursements
One More Year
The math on financial independence seems fantastic… as in unbelievable. However, it’s technically possible! Nonetheless, inertia is tough to overcome. This article explores the pros and cons of waiting one more year to retire.
Potential Financial Steps for Tech Professionals in June
What financial steps might tech professionals take in June? Options could include: enjoy end of school year, replenish emergency fund, prepare for vacation and camps, and submit dependent care reimbursements.
$1 Million in Bank Account
Wondering if keeping $1M in the bank is ideal? We explain the risks and share smart ways to protect and grow your money.
Buying a Property You Are Currently Renting
In an ideal world, your landlord would want to sell a home you would like to buy. However, your plans may not perfectly align. This article has three parts to consider if you are looking to buy a property you’re currently renting: 1. Renter wants to buy 2. Landlord wants to sell. 3. Potential next steps.
Potential Financial Steps for Tech Professionals in May
What financial steps might tech professionals take in May? Options could include: review tax withholding (Form W-4), update goals and financial plan, check student loan / other debt balances, fund education savings, and schedule fall Paid Time Off (PTO).
Who Should Be My Beneficiary?
It can be tough to choose a beneficiary for an account! There are many considerations. This article has three parts which may help you select your beneficiaries: 1. Importance of naming a beneficiary, 2. Primary and contingent beneficiaries, and 3. Account type considerations.
What to Do When Stocks Drops
It can be scary when stock markets fall. However, things may not be as bad as they seem. There are steps you can take. This article explores: 1. Not as bad as the headlines, 2. Back to basics, and 3. Current opportunities.
Potential Financial Steps for Tech Professionals in April
What financial steps might tech professionals take in April? Options could include: evaluate stock purchased at a discount, file tax return(s) or extension(s), make tax payment(s) or plan refund(s), review / rebalance investment portfolio, replenish emergency fund, and review tax refund(s).
How Salary Is Calculated
This article explores: 1. How salary is calculated, 2. How salary is determined, and 3. How to get a raise.
