Participate in an employee stock purchase plan? Understanding the difference between qualifying and disqualifying dispositions can save you money and help you make smarter investment decisions.

Financial education for your kids can start at any age - and the lessons and concepts you instill in them now will serve them for the rest of their lives.

Microsoft represents 6% of the S&P500 — but how does it perform compared to the overall index? Well, over the last year, it’s been surprisingly… flat.

Do you have these age milestones saved as a mental note or in your calendar? Learn how to stay one step ahead in your financial planning once you enter these stages of life for yourself and your loved ones.

Not sure what the “RSU offset” line on your paystub means? Get the details and minimize tax liability in this comprehensive guide!

Microsoft employees are granted Restricted Stock Units (RSUs) as part of their compensation package, and they also have access to an Employee Stock Purchase Plan (ESPP) through their company benefits.

If you’re looking for a new way to invest and save money on taxes, consider strategies such as the backdoor Roth. This is a highly effective way for people to save for retirement while cutting back on future taxes.

When it comes to understanding your compensation package, it’s crucial to know just how much makes it to your pocket.

Microsoft employees will find that there are tons of perks to make the most of their salary, such as the deferred compensation plan (Microsoft DCP). This feature is available for employees at Level 67 or higher, but how does it work?

What did we get right and wrong about 2024 — and what might we expect to see in 2025? Hao shares predictions based on trends and data.

Do you know the best time to sell your RSUs? It might not be so cut and dry, so here are four things to think about when your stock units vest!

What are the gift splitting rules that can help you to be more generous in your giving as a couple? Learn more and see examples here!

Do you know what to do after maxing out a 401(k) and Roth IRA? Here are six clever ways to make the most of your wealth.

Maximize your savings for higher education with a Washington 529 plan. We cover tips and tricks to bolster savings and withdraw more effectively.

It was good while it lasted. Series I Bonds are looking average now that inflation has come down.

Many tech companies use restricted stock units (RSUs) to compensate their employees. This form of compensation can present meaningful upside over traditional cash if the company’s underlying stock performs well.

The initial market reaction to the Trump win was positive and only time will tell if the rally was premature or the start of a longer trend.

The IRS released its new 401(k) contribution limits for 2025. Here is what you need to know to strategize and maximize your savings.

Year-end tax planning is complex and time-consuming. This checklist will help you figure out where to start and identify what matters for 2024!

What does it mean to be listed as a Forbes Best-In-State Top Next-Gen Advisor? Here’s what you need to know about this prestigious recognition.

Saving money on taxes is a crucial component to keep more money in your pocket. Will a tax strategist vs CPA be the better fit to achieve your goals?