A Case Study in Cash Flow and Tax Planning for High-Earning Tech Couples

by Saloni Gupta | Feb 5, 2026

If you earn well, save consistently, and work at a great company, it’s easy to assume you’re automatically on track.  In ...

Year-End Financial Planning for High-Earning Tech Professionals: What to Know Going Into 2026

by Lars Phillips | Dec 17, 2025

As 2025 comes to a close, this is one of the most important windows of the year to revisit your financial strategies and make sure you’re positioning yourself wisely for the year ahead. With shifting tax laws, evolving compensatio...

Amazon 25% RSU Cash Option  

by Lars Phillips | May 6, 2025

Cash or Stock? Amazon Pilots New Choice for Employee Compensation in 2025 Some Amazon employees who receive RSUs as ...

How does the Amazon Mega Backdoor Roth Work?

by Lars Phillips | Jan 16, 2024

2024 Updates for the Amazon Mega Backdoor Roth [/e[et_pb_text _builder_version="4.23.1" _module_preset="default" custom_margin="20px||||false|false" hover_enabled="0" global_colors_info="{}" s...

What Should I Do With My Amazon Restricted Stock Units?

by Lars Phillips | Nov 29, 2022

Amazon employees typically receive restricted stock units (RSUs) as part of their compensation package, and for many, these RSUs can make up a large portion of their total compensation package.[/e[/e[/e[et_pb_row _builder_version="4.23.1" _...

Amazon Stock Split: How Does This Impact Amazon Shareholders and Employees?

by Lars Phillips | May 31, 2022

Some big changes are coming up for Amazon shareholders and employees. Amazon recently announced a stock split, share buyback program,...