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
Reclaiming Your Time: Guide to Sabbaticals, Travel & Mini-Retirements
An Invitation to Reset Layoffs in the technology sector have left thousands of skilled professionals feeling uncertain, restless, and anxious about what comes next. However, disruption can also create space for reflection and renewal. This guide offers a roadmap for...
When Giants Fall: What You Can Do to Stay Standing
In the tech world, success can feel like invincibility. You build products that shape the future, surrounded by innovation, speed, and optimism. Yet even the strongest companies face sudden change. Tech stock risk appears when too much wealth depends on one company’s...
Money and Meaning: Talking with Your Partner About Financial Transitions
Life brings constant financial changes. New jobs, retirement, stock options, or caring for aging parents reshape financial decisions. However, these shifts affect more than bank accounts. They also influence relationships, feelings of security, and future plans. In...
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...
Sheila Hosner – Healthcare Dreams in Remote Uganda
At Stickney Research, we’re all about empowering our clients to discover their passions and make meaningful impacts, and Sheila Hosner is a perfect example of that wealth discovery in action. Sheila has been a Stickney Research friend and client for about 14 years,...
