Katy

When tech workers first get stock options, they may be excited, having heard stories of people making millions with stock options.  They may also feel nervous because they’ve heard stories of big tax bills.

Our equity comp framework uses your priorities to design a strategy for your company stock. When we start from a point of considering each person’s priorities (instead of just their tax return), we can see how two employees with the same stock awards at the same company can make completely different decisions that are the right choice for them.

No one has a guarantee of not running out of money in retirement, but you

See our previous blog posts about Shifting from Saving to a DIY Paycheck and Build

Crafting a DIY Paycheck from investments and savings is a means to cover the gap

Retirement brings many changes and chief among them is a mind shift from “save and invest” to “pull out money to live on.”

Starting in January, seniors will see their Social Security monthly benefits increase by 5.9% due to a cost-of-living adjustment (COLA). The upcoming 5.9% increase is newsworthy because it’s the biggest COLA in the past 40 years.

Washington at the forefront for LTC  Washington is the first state in the nation to

Me! And lots of other people. It is a good baseline when selecting a financial

* It is all good advice. Good advice for someone, in some situation, which may