Education Hub
The Education Hub is a resource center for individuals and families facing complex financial situations. It covers equity compensation, tax strategy, investment decisions, and career transitions, with a focus on helping you make informed choices when timing and coordination matter.
Educational Resources
From Our Blog
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...
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...
John Hancock & Harvard Longevity Conference: Stress Rest & Sleep
Stress, Rest, and Sleep: The Foundation of Health At the recent John Hancock Health & Longevity Conference, Kristen Holmes from Whoop highlighted the foundational role of stress management, rest, and quality sleep in promoting health and longevity. By tracking...
John Hancock & Harvard Longevity Conference: Food as Medicine
Nutrition and Longevity: Food as Medicine At the John Hancock conference on health and longevity, Dr. Mark Hyman shared insights into the concept of "food as medicine," exploring how dietary choices impact our health and lifespan. He emphasized four critical...
John Hancock & Harvard Longevity Conference: The Key to a Longer, Healthier Life
Muscle: The Key to a Longer, Healthier Life Maintaining Muscle for LongevityAt a recent conference, Dr. Gabrielle Lyon highlighted the importance of muscle in extending our lifespans. Her research shows that muscle mass isn’t just about strength—it’s about vitality,...
John Hancock & Harvard Longevity Conference: From Sick Care to Health Care
Insights from the Longer, Healthier, Better Conference on Living Well and Longevity At the Longer, Healthier, Better Conference, hosted by John Hancock and Harvard, participants explored pressing questions about how to live healthier lives as we age and maintain a...
How Charitable Giving Can Help Save You On Taxes
Tax Deductions for Charitable Donations • Donating to qualified charities can reduce your taxable income. • Itemize deductions to claim donations on your tax return. • Cash, goods, and even stock donations are eligible. Non-Cash Contributions Donating items...
