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.

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.

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.

The IRS has released the new contribution limits for retirement accounts beginning in 2024. How much can you contribute to max out your accounts?

Learn more about the IRS announcement that they will be delaying some of the Secure 2.0 Act that impacted retirement savings of high-income earners. 

How can personal tax planning minimize your tax liabilities? Start planning some of these savvy moves today! 

Asset allocation is the process of dividing your investment portfolio among different asset classes, such as stocks, bonds, and cash. The goal of asset allocation is to balance risk and return.

High-income earners find that their tax bill can sometimes be outrageous at the end of the year, sacrificing earnings with little to show for it.

At tech giants like Google and Meta (Facebook), Restricted stock units (RSUs) are a crucial part of your compensation package.

Dropping from a 9.62% interest rate, Series I Bonds have been reset to 6.89%. Bondholders are getting a lower rate because inflation growth is slowing.

These grants are broadly similar to RSUs, but they are typically given out after an initial RSU package to keep compensation levels consistent over time. They’re also offered to encourage employees to stick with their current job (aka “golden handcuffs”).

To get the most out of your RSUs, you’ll need to understand the nitty-gritty of this form of compensation, including when and how your units will vest. Read on for four facts about RSU vesting everyone in the tech industry should know.

One reason Consilio Wealth Advisors went independent, was to access a greater variety of investment & technology solutions for our clients. With improved flexibility, we’re now able to provide our clients with greater value.

After being confined to their homes, Americans are spending on long-delayed vacations, weddings, etc. The shift has caused demand to increase for hotels, car rentals, and airlines. All of these industries are working to build back staff headcount, since purging in 2020.

No matter what you do for a living or your future goals, it’s important to ensure your hard-earned dollars are safe and accounted for. One of the best ways to keep track of these items is by doing an annual review, focused on unclaimed assets, credit reports, and password security.

What once were high flyers, Netflix, Meta, and Paypal are moving to the Russell Value 1000 Index. What makes these companies suddenly classified as “value”?

Are you searching for more information on the differences between an RSU vs options like NQSOs and ISOs? To get the right stock options for your needs–and for valuable advice on using these options–read on.

The market sentiment shifted from high inflation to possible recession. The first half of the year is a gentle reminder that not everything is permanent.

As a Microsoft employee, one of the key elements of your compensation plan are your stock awards - aka restricted stock units (RSUs). Microsoft RSUs can be extremely beneficial if you know what steps to take. Keep reading for a complete guide.