Our Blog
Top 4 NVIDIA Employee Benefits You Should Prioritize
NVIDIA Employees Can Optimize Benefits for Retirement and Tax SavingsYour NVIDIA employee benefits can help you ...
Should You Participate in Microsoft ESPP?
The Microsoft Employee Stock Purchase Plan (ESPP) allows Employees to purchase Microsoft Stock at a Discounted ...
Promoted to Level 67 at Microsoft?
Now that you have been promoted to Level 67 at Microsoft, you're eligible to participate in the Microsoft Deferred ...
Your Nike Stock Decision: Restricted Stock Units and/or Stock Options?
Nike employees may receive stock options or restricted stock units (RSUs) as part of their compensation ...
Stock Splits: What do They Mean for Your Portfolio?
What is a Stock Split?A stock split is a decision by a company’s board of directors to increase the number of its ...
Tax-Efficient Giving: Boost Your Philanthropic Impact
Giving back to your favorite charity does more than just feel good—it’s also a smart move for your wallet. ...
Understanding the Complexities of Microsoft DCP
Retirement Planning and Microsoft DCP
Navigating Microsoft's Deferred Compensation Plan (DCP) can be as ...
Amazon 25% RSU Cash Option
Cash or Stock? Amazon Pilots New Choice for Employee Compensation in 2024
Some Amazon employees who receive RSUs ...
Smart Tax Strategies for Oregon Residents
Minimize Taxes, Maximize Wealth!Impact on Your Paycheck
As an Oregon resident, you face one of the highest state ...
How Much Should I Contribute to My Health Savings Account (HSA)?
What is a Health Savings Account (HSA)?
Health Savings Accounts (HSA) allows you to use pre-tax income for ...
Intel Employees Save More for Retirement Using Intel’s Mega Backdoor Roth Conversion
2024 Updates for the Intel Mega Backdoor Roth
The Mega Backdoor Roth is a powerful tool for high-income earners to ...
What is the Meta 401(k) Employer Match?
Tax-Efficient Retirement Savings
Your Meta 401(k) is a retirement savings plan that allows you to invest a portion ...
READY TO GET STARTED
Focused on your needs, we provide comprehensive financial planning and investment advisory strategies for individuals and families. We’d love to hear from you.