Am I Financially On Track? A 2026 Guide for Bay Area Tech Professionals
As a financial planner, I’ve had dozens of conversations with mid-career folks from the Bay Area and other expensive cities about their money. The people I talk to are typically high income earners – tech employees, self-employed business owners, and successful professionals.
Redefining Your Professional Narrative: A Mid-Career Guide to Successful Career Leaps
Today we are going to talk about career growth. So, when I left my company after 15 years, I turned to Lex Kairos for help. And his advice was really instrumental in helping me clarify my vision and getting to what I’m doing today.
How To Use Equity Comp to Fuel Your Financial Independence.
For Tech Employees: How to use equity based compensation to fuel your Financial Independence Overview When I used to work in Silicon Valley as a tech employee,
What I’ve Learned About Money Since My Own Great Resignation
What I’ve learned about money two years after my own great resignation: Remember the carefree days of December 2019?
My money is in a handful of stocks. I should probably sell, but what about taxes?
In this post, I’ll talk about: How much should you sell? Once you’ve decided, how do you reduce a concentrated position?