In the News Consilio Wealth Advisors In the News Consilio Wealth Advisors

How to Navigate a Tech Layoff

Losing a job can be a difficult and stressful experience, especially for tech workers who may have specialized skills and a competitive job market. However, there are steps that tech workers can take to mitigate the negative impact of a layoff and position themselves for future success.

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Financial Planning Consilio Wealth Advisors Financial Planning Consilio Wealth Advisors

3-Step Financial Planning Strategy for Tech Professionals

No matter who you are or which tech company you work for, everything about your financial situation will be unique based on you, your goals, and even your family. In other words, "one-size-fits-all" advice just won't work for tech professionals – especially when Amazon, Google, and other tech giants have unique compensation plans compared to other industries.

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Financial Planning Consilio Wealth Advisors Financial Planning Consilio Wealth Advisors

Top 4 Ways to Improve your Retirement Score

There are many forms of THE question. What’s my retirement number? Can I retire based on what I’m doing? How much money to do I need in the bank? How long do I have to work? Retirement is not the end-all, be-all for financial planning, but these are the types of questions we hear from clients who are new to the practice of financial planning.

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Hao B. Dang, CFA, AIF® Hao B. Dang, CFA, AIF®

Individual Bonds vs. Bond Funds

Bond funds and single bonds ultimately invest in the same thing but due to the nature of credit risks, maturities, and yields, the way investors own bonds can have different outcomes.

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Financial Planning Hao B. Dang, CFA, AIF® Financial Planning Hao B. Dang, CFA, AIF®

Retirement Spending in Perspective

This year has been tough for most retirees who aren’t earning wages to invest more. Diversification hasn’t worked because both stocks and bonds sold off. Exacerbated by easy money policies over the past decade, savers had to stretch their risk budgets to earn meaningful yield.

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Financial Planning Consilio Wealth Advisors Financial Planning Consilio Wealth Advisors

Maximizing Microsoft’s Charitable Giving Program through a Donor-Advised Fund (DAF)

Microsoft has led the tech industry by consistently improving the benefits that it offers employees. One such benefit is the Microsoft Giving Campaign. This provides a one-to-one match up to $15,000 per year, to a non-profit 501(c)(3) of your choice. This means that an employee can donate $15k to a charity that they care about, and Microsoft will match the full donation, dollar for dollar.

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