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How Will President Biden’s Proposed Tax Plan Affect High-Income Earners?

We know there are a lot of questions about President Biden’s proposed tax bill, and people are speculating about how the changes could affect them. In this video we outline the proposed tax plan, discuss who is most likely to be impacted, and explore steps you can take today to potentially reduce your future tax […]

Dave Welty, CFP® | May 13, 2021

Investing Strategies for Amazon Employees

As an Amazon employee it is important to understand how your compensation structure works and to develop an investment strategy. The way you are compensated in your first two years of employment looks very different than how you are compensated in years three, four, and beyond which in turn shapes the ways in which you […]

Lars Phillips, CFA, CFP® | May 6, 2021

Reduce Your Tax Bill Using the Microsoft Deferred Compensation Plan

Are you a Microsoft Level 67 or higher employee who wants to reduce taxes? The Deferred Compensation Plan benefit is an excellent way to reduce your tax bill by tens of thousands of dollars. In this video we provide an overview of the benefit. We feel this section on how to reduce your tax bill […]

Nick Wright | April 26, 2021

Change Your Mind: The Five Best Finance Books That You Haven’t Read (Yet)

These books helped to shape my worldview and are an excellent complement to “conventional” textbook learning. There are numerous other books that might have made this list; I’m sure other people will argue that I missed this book or that book (Great! I’ll put them on my reading list). Each of these books offer unique […]

JP Osseward, CFA, CFP®, FRM, CAIA | April 20, 2021

How I Invest

What drives my investing? It’s understanding that investing is for the long-term. It’s not a race to capitalize on market fluctuations. I don’t try to beat the market or to strike it big on a few trades and call it good. What drives my investing is what drives me in life. I don’t invest for […]

Dave Welty, CFP® | April 7, 2021

Intel Employees Save More for Retirement Using Intel’s Mega Backdoor Roth Conversion

Intel employees can invest more towards retirement using the Intel Mega Backdoor Roth Conversion, also known as the after-tax contribution to your 401(k) plan. We want to help you understand why this is such an amazing benefit Intel employees should consider taking advantage of. In this video, we explain what this benefit is and how it […]

Alex Krider, MBA, CFP® | March 31, 2021

NCAA Tournament Brackets and Investing

What if I told you I held the secret to creating a better than average NCAA bracket?  It’s March which means one thing – March Madness – and 2021 has left us no shortage of excitement or upsets. After 2 rounds of the NCAA Tournament, we approach the Sweet 16 which this year includes a […]

Lars Phillips, CFA, CFP® | March 26, 2021

My 50-Foot Commute

I’m sure many of you reading this can relate to the mixed emotions I have experienced over the last year while working from home. Recently, I have been reflecting on the challenges and newfound opportunities that I have seen as the result of the abrupt change to my daily routine, which began last March.  Over […]

Dave Welty, CFP® | March 10, 2021

How Does Compensation Work at Amazon?

This video will help you understand how you get paid at Amazon. It will help new employees and individuals interested in working at Amazon gain a better understanding of the compensation timeline First off, if you are a new Amazon employee congratulations on your new position!!! How are Amazon employees paid? There are three different […]

Lars Phillips, CFA, CFP® | March 4, 2021

Microsoft Mega Backdoor Roth Conversion

Updated for 2021. The Mega Backdoor Roth 401(k) is one of the best employee benefits available to Microsoft employees. We want to help you understand how this benefit can help you invest more towards retirement and reduce some of your future tax liabilities. This video explains how the Microsoft Mega Backdoor Roth Conversion works and […]

Nick Wright | March 3, 2021

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