Personal Finance Blog
The Hidden Cost of Delayed Decisions after a Tech Sector Layoff
A tech layoff is often framed as a career disruption. In reality, it is just as much a financial inflection point. While layoffs occur across industries, technology roles tend to involve a level of financial complexity that doesn’t unwind neatly. Equity compensation,...
Why Affluent Professionals Are Leaving King County
A Tale of Two Trends In recent years, an intriguing migration pattern has emerged in King County: while some affluent professionals are relocating to surrounding counties or out of state, many others are choosing to remain firmly rooted. This dynamic invites...
Understanding Qualified Charitable Distributions
As you build your legacy, considering how to leverage your charitable contributions can be a fulfilling endeavor. Qualified Charitable Distributions (QCDs) can offer an opportunity to support your favorite causes and manage your retirement income. Here are some...
You Are Not Your Job
Reclaiming Identity Beyond the Workplace In today’s fast-paced, achievement-driven society, many individuals conflate their self-worth with their career roles, leading to emotional vulnerability, burnout, and identity crises. Research reveals the dangers of...
Golden Handcuffs Unlocked
What to Do with Your Company Stock After Leaving a Job When employees leave a company, their decisions around vested stock and stock awards can have significant financial consequences. Many people are unaware of the critical time limits and tax implications...
Reclaiming Your Time: Guide to Sabbaticals, Travel & Mini-Retirements
An Invitation to Reset Layoffs in the technology sector have left thousands of highly skilled professionals feeling uncertain, restless, and anxious about what comes next. We hope to provide a roadmap for turning that disruption into opportunity, helping tech workers...
When Giants Fall: What You Can Do to Stay Standing
In the tech world, success can feel like invincibility. You’re part of teams building the future, surrounded by innovation, speed, and optimism. But if the stories of Cisco, Kodak, AOL, and even ExxonMobil have taught us anything, it’s this: no company, no matter how...
Money and Meaning: Talking with Your Partner About Financial Transitions
What This Guide CoversLife brings constant financial changes: new jobs, retirement, stock options, orcaring for aging parents. These shifts affect more than just bank accounts.They impact relationships, feelings of security, and future plans. We want totake a moment...
Financial Strategies for Women
Nearly 60% of women take sole responsibility for making investment decisions, yet only 19% of women feel very confident in their ability to fully retire with a comfortable lifestyle.1,2 Although more women are providing for their families, when it comes to preparing...
Join us to Light Up Futures in Nairobi, Kenya
Join us to Light Up Futures in Nairobi, Kenya A chance encounter at the Nairobi airport sparked a meaningful initiative that is bringing light to homes in the Maasai Mara region of Kenya. When Warren Stickney met a Maasai guide at the airport, their connection led to...