Personal Finance Blog
Waiting After a Tech Layoff
After a tech layoff, waiting often feels like the prudent choice.Waiting for clarity.Waiting for the next role.Waiting for the emotional weight to lift. In many areas of life, patience creates better outcomes. During a career transition, however, waiting on financial...
Layoffs and Equity: The Bigger Picture
Equity Compensation Decisions in Isolation Equity compensation is often viewed as a standalone benefit. Restricted stock units vest. Options expire. Employee stock purchase plans offer a discount. Each element comes with its own rules and timelines. The challenge...
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. Layoffs Aren’t Just About Lost Income While layoffs occur across industries, technology roles tend to involve a level of financial complexity that...
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...
