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RSU Stock Strategy: How to Avoid the Concentration Trap
RSU stock may be valuable in a portfolio, but the concentration trap spells problems. Here are some top strategies to avoid the risks and potential cost.
Section 530A (Trump) Accounts: Who Qualifies, Rules, and How They Work
In 2026, the government is launching a new tax-favored investment account for children: the Section 530A account, AKA the “Trump Account.” What is this new account and how does it work?
Bypass Trusts: A Handy Tool Within Your Estate Planning Tool Belt
What is a Bypass Trust and how does it affect your estate plan? Here’s what you need to know along with a case study to understand its impact.
What Maxing Out a 401(k) Really Means for High Earners
For tech professionals navigating vesting schedules and complex equity, “maxing out” a 401(k) is rarely the end of the conversation. It's just the start. Here’s what maxing out a 401(k) really means for a high earner in 2026.
Your Cheat Sheet To Amazon RSUs
Employed by Amazon? Then there is a good chance you’re eligible for Amazon RSUs. Here’s your cheat sheet to understand what they can do for you.
Are RSUs Taxed Twice? What You Need to Know
Part of navigating your compensation package is knowing how taxes will affect your bottom line.
Breaking Down Amazon's 401k & Vesting Options
As one of the largest tech companies out there, Amazon offers some enticing options when it comes to caring for its employees.
3 Steps to Make the Most of Your Google 401K Match
As an employee at Google (or anywhere else, for that matter), it’s essential to start planning for retirement. That means taking a closer look at your employer’s retirement plan. Like many other major tech companies, Google offers a 401(k) to help employees save for their future.
Medicare Surcharges: What They Are and How to Avoid Them
Can you avoid paying more for your premiums under the Medicare surcharge model? Learn more about how to mitigate your out-of-pocket costs here.
A Quick Guide to Maximizing Your Meta (Facebook) 401k
Among many financial benefits, Meta (formerly Facebook) offers a robust 401k plan for its employees. By fully leveraging your financial opportunities while working for Meta, you can build a strong foundation for your future.
Amazon’s RSU 25% Cash Option: FAQs and What to Know
Is the Amazon RSU cash option pilot program right for you? Here’s what you need to think about before deciding to give up RSUs.
How to Maximize Your Microsoft ESPP
Employer benefits are low-cost (or free) and can be very tax-efficient. If you’re a Microsoft employee, here’s what you need to know to maximize your Microsoft ESPP.
Back-door Roth IRAs Simplified
Roth IRAs have become one of the most popular wealth-building strategies, and the reason is that they allow you to grow your money tax-deferred AND withdraw your money tax-free!
The Pending State of The Social Security Program and Its Implications for Your Retirement
Are Social Security retirement benefits secure for the years and decades to come? Explore the state of the program and what changes might be needed to better fund and secure this essential source of income in retirement.
How to Invest in the Data Center Boom: From Dirt to Data (and What Could Go Wrong)
If the internet is the nervous system of our economy, data centers are its beating heart. And right now, demand for them is exploding.
2025 Predictions Sure to be Wrong - Check in
We’re halfway into the year. Where do our predictions from January 2025 stand?
What is Microsoft's New Supplemental Long-Term Disability Plan?
Get all the facts before you enroll in Microsoft’s new supplemental long-term disability plan to protect your income and family.
4 Smart Ways to Buy a New House Before You Sell
Buying a house and need to fund your down payment? Here are our top four strategies for how to buy a house before selling yours!
Making Sense of the Tariffs
Trump’s so-called “reciprocal” tariffs shocked markets with steep, unexpected rates, triggering the worst sell-off since Covid. Why did the announcement rattle investors, what does “reciprocal” mean, and how do trade imbalances play into it?
Doing Nothing Takes Skill and Patience
When the market has an emotional charge to it, mistakes are made. It takes skill to be able to ignore the headlines, and it is incredibly difficult.
What is Microsoft’s 55/15 Retirement Rule?
Thinking about early retirement? Microsoft's 55/15 retirement rule is a huge benefit you won’t want to miss out on.