When tech employees exercise NSOs, the option spread is taxed as W-2 income, but it usually isn’t reflected on the 1099-B cost basis. Learn more.

Coordinate your charitable giving with a plan, not just year-end checks, to align with long-term financial goals and decision-making.

If you’ve accumulated 401(k)s from multiple employers during your tech career, here’s how to think through your options and what to do with those old accounts.

Sometimes couples need an objective voice. A financial advisor can help facilitate conversations, clarify trade-offs, and keep discussions focused on long-term objectives rather than short-term emotions.

Deciding whether to buy or rent a vacation home? Explore key trade-offs, costs, and lifestyle factors to help guide a more thoughtful, long-term decision.

Summer education costs can affect 401(k) contributions. Learn how plan sponsors can address seasonal expense cycles and participant engagement.

Explore family loans vs. gifts, including tax, estate, and relationship considerations, to help support loved ones while aligning with your financial plan.

An overview of the new executive order, how it aims to expand retirement savings access, and what plan sponsors need to know.

See what your tax return reveals about income sources, tax efficiency, and whether your financial plan is working as intended over time.

Explore the financial and emotional trade-offs of gifting while you’re alive versus leaving a legacy, including potential tax impacts, control, and long-term flexibility.

Navigate divorce financial planning and learn what to do financially after divorce, manage assets, and rebuild your financial future.

After tax season, revisit estate planning goals. Learn key first steps to organize documents, clarify wishes, and help reduce confusion for your family.