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Raising Money-Savvy Kids: Four Tools to Empower Financial Success
Financial education for your kids can start at any age - and the lessons and concepts you instill in them now will serve them for the rest of their lives.
Microsoft is Perfectly Flat
Microsoft represents 6% of the S&P500 — but how does it perform compared to the overall index? Well, over the last year, it’s been surprisingly… flat.
Age Milestones and How They Affect Your Financial Plan
Do you have these age milestones saved as a mental note or in your calendar? Learn how to stay one step ahead in your financial planning once you enter these stages of life for yourself and your loved ones.
3 Steps to Make the Most of Your Google 401K Match
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.
RSU Offset Explained: Everything You Need to Know
Not sure what the “RSU offset” line on your paystub means? Get the details and minimize tax liability in this comprehensive guide!
Everything You Need to Know About the Microsoft Stock Vesting Schedule
Microsoft employees are granted Restricted Stock Units (RSUs) as part of their compensation package, and they also have access to an Employee Stock Purchase Plan (ESPP) through their company benefits.
How to Use Mega Backdoor Roth Conversions as a Tax-Shelter Strategy
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.
A Quick Guide to RSU Tax Rates in Washington
When it comes to understanding your compensation package, it’s crucial to know just how much makes it to your pocket.
Are RSUs Taxed Twice? What You Need to Know
Part of navigating your compensation package is knowing how taxes will affect your bottom line.
Breaking Down Amazon's 401k & Vesting Options
As one of the largest tech companies out there, Amazon offers some enticing options when it comes to caring for its employees.
Everything You Need to Know About Microsoft Deferred Compensation Plans
Microsoft employees will find that there are tons of perks to make the most of their salary, such as the deferred compensation plan (Microsoft DCP). This feature is available for employees at Level 67 or higher, but how does it work?
Your Cheat Sheet To Amazon RSUs
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.
A Quick Guide to Maximizing Your Meta (Facebook) 401k
Among many financial benefits, Meta (formerly Facebook) offers a robust 401k plan for its employees. By fully leveraging your financial opportunities while working for Meta, you can build a strong foundation for your future.
Predictions Sure to Be Wrong 2025
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.
When to Sell Your RSUs? How to Choose the Optimal Time
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!
Gift Splitting Explained: An Overview, Tax Rules, and Examples
What are the gift splitting rules that can help you to be more generous in your giving as a couple? Learn more and see examples here!
What Should You Do After Maxing Out Your 401(k) and Roth IRA?
Do you know what to do after maxing out a 401(k) and Roth IRA? Here are six clever ways to make the most of your wealth.
The Pending State of The Social Security Program and Its Implications for Your Retirement
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.
Tuition Made Simple: How to Save and Withdraw from a Washington 529 Plan
Maximize your savings for higher education with a Washington 529 plan. We cover tips and tricks to bolster savings and withdraw more effectively.
Bypass Trusts: A Handy Tool Within Your Estate Planning Tool Belt
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.
How and When to Sell Your Series I Bonds: A Complete Guide
It was good while it lasted. Series I Bonds are looking average now that inflation has come down.