What did we get right and wrong about 2024 — and what might we expect to see in 2025? Hao shares predictions based on trends and data.

Do you know the best time to sell your RSUs? It might not be so cut and dry, so here are four things to think about when your stock units vest!

Are Social Security retirement benefits secure for the years and decades to come? Explore the state of the program and what changes might be needed to better fund and secure this essential source of income in retirement.

Maximize your savings for higher education with a Washington 529 plan. We cover tips and tricks to bolster savings and withdraw more effectively.

What is a Bypass Trust and how does it affect your estate plan? Here’s what you need to know along with a case study to understand its impact.

It was good while it lasted. Series I Bonds are looking average now that inflation has come down.

As one of the largest tech companies out there, Amazon offers some enticing options when it comes to caring for its employees.

On Jan. 1, 2022, the state’s controversial capital gains tax officially became active. Here’s a quick explanation of the capital gains tax in Washington state and how to protect your portfolio.

Many tech companies use restricted stock units (RSUs) to compensate their employees. This form of compensation can present meaningful upside over traditional cash if the company’s underlying stock performs well.

The initial market reaction to the Trump win was positive and only time will tell if the rally was premature or the start of a longer trend.

The IRS released its new 401(k) contribution limits for 2025. Here is what you need to know to strategize and maximize your savings.

Year-end tax planning is complex and time-consuming. This checklist will help you figure out where to start and identify what matters for 2024!

When it comes to understanding your compensation package, it’s crucial to know just how much makes it to your pocket.

What does it mean to be listed as a Forbes Best-In-State Top Next-Gen Advisor? Here’s what you need to know about this prestigious recognition.

Part of navigating your compensation package is knowing how taxes will affect your bottom line.

Employed by Amazon? Then there is a good chance you’re eligible for Amazon RSUs. Here’s your cheat sheet to understand what they can do for you.

Saving money on taxes is a crucial component to keep more money in your pocket. Will a tax strategist vs CPA be the better fit to achieve your goals?

HSAs have been around for nearly 20 years, but are you using yours to the fullest extent? We’ve put together a few practical tips to maximize this triple tax advantaged account!

Employer benefits are low-cost (or free) and can be very tax-efficient. If you’re a Microsoft employee, here’s what you need to know to maximize your Microsoft ESPP.

If you’re looking for a new way to invest and save money on taxes, consider strategies such as the backdoor Roth. This is a highly effective way for people to save for retirement while cutting back on future taxes.

As an employee at Google (or anywhere else, for that matter), it’s essential to start planning for retirement. That means taking a closer look at your employer’s retirement plan. Like many other major tech companies, Google offers a 401(k) to help employees save for their future.